Senior Private Wealth Advisor, Practice Lead

Empower

. Serve as the lead advisor within a dedicated client team with a Wealth Advisor and Client Experience Specialist .

Posted 10/27/2026full-timeRemote • Texas • United StatesSenior💰 $114,000 - $165,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of wealth management strategies, financial planning, and client relationship management, with a proven ability to deliver effective consultations and retain high-net-worth clients. Proficient in coordinating with advisory teams and utilizing various financial tools to optimize client outcomes.

Highest-signal resume keywords

10+ Years Experience In Financial ServicesAdvanced Knowledge Of Wealth Management StrategiesClient Relationship ManagementFINRA Series 65CFP Preferred

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningTax OptimizationEstate PlanningPortfolio AnalysisClient Consultations

Soft Skills

Excellent Communication SkillsStrong Interpersonal SkillsDetail OrientedOrganizational SkillsProactive Self-Starter

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointSalesforceNetX360

Certifications & Qualifications

FINRA Series 65CFP Preferred

Industry Keywords

High-Net-Worth ClientsClient RetentionFinancial ServicesWealth ManagementInvestment Strategy

About the role

Key responsibilities & impact

Serve as the lead advisor within a dedicated client team with a Wealth Advisor and Client Experience Specialist
Build lasting relationships with a dedicated book of high-net-worth Empower clients
Provide client service for onboarding, financial planning, and investor education
Manage client relationships by phone, email, and virtual meetings, both proactively and reactively
Retain assets under management and garner additional assets through communication and education
Act as liaison between clients and internal Empower Personal Wealth groups and departments
Explain the Personal Strategy investment strategy and recommend, implement, and review strategies aligned with client risk tolerance and financial objectives
Engage clients on portfolio, market, and economic discussions
Provide holistic financial planning covering retirement planning, income optimization, tax-advantaged savings strategies, and education planning
Collaborate with Financial Planning Specialists on complex issues and comprehensive plans
Coordinate with advisory team and EPW stakeholders on client-related requests
Delegate, coach, train, and develop colleagues and resources
Travel to meet clients face-to-face and build relationships

Requirements

What you’ll need

10+ years related work experience in financial services and client experience
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
Exceptional at delivering effective client consultations and building long-term client relationships
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
Proficient in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention
Bachelor’s degree in business or related discipline or equivalent experience
FINRA Series 65 required
FINRA fingerprinting required
CFP strongly preferred
Must reside within the Dallas territory
Reliable high-speed internet with a wired connection and a suitable home workspace

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all
Flexible work environment
Remote work arrangement within the territory
Necessary computer equipment provided
Competitive bonus opportunity in addition to base salary
Sales incentives and, in some instances, a bonus plan