Senior Wealth Advisor, Practice Lead
Remote regions
USBenefits
2w PTO
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Responsibilities:
- Serve as the lead advisor within a dedicated client practice team, working closely with a Wealth Advisor and Client Experience Specialist.
- Deliver proactive, personalized conversations covering onboarding, financial planning, and ongoing investment education.
- Engage clients through video conference, email, phone, and in-person meetings to build lasting relationships.
Qualifications:
- Bachelor's degree in Business or related discipline, or equivalent experience.
- 4+ years of related work experience in financial services and client experience.
- FINRA Series 7, 63, and 65 registrations required.
Benefits:
- Medical, dental, vision, and life insurance coverage.
- 401(k) plan with generous company matching contributions (up to 6%).
- Tuition reimbursement up to $5,250 per year and generous paid time off including holidays.
Empower
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.