Senior Wealth Advisor, Practice Lead – Wealth Management, Premier Brokerage

Empower

Senior Wealth Advisor guiding moderate- and high-net-worth clients in their long-term financial success. Delivering personalized financial advice to enhance client engagement and retention.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $87,400 - $123,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management strategies, financial planning, and client relationship management, with a strong focus on delivering personalized client experiences and effective communication. Proven ability to lead advisory teams and coordinate complex financial solutions tailored to client goals.

Highest-signal resume keywords

FINRA Series 7 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationWealth Management StrategiesFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment EducationPortfolio SolutionsTax-Efficient SavingsRetirement Income StrategiesEstate PlanningClient ConsultationsInvestment Portfolio Analysis

Soft Skills

Excellent Verbal CommunicationStrong Interpersonal SkillsDetail OrientedProactive Self-StarterOrganizational Skills

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Client ExperienceWealth ManagementFinancial ServicesClient Relationship Management

About the role

Key responsibilities & impact

Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients enrolled in our Premier and Brokerage services
Deliver a first-class client experience by leading proactive, personalized conversations that address onboarding, financial planning, and ongoing investment education
Engage clients through a combination of video conference, email, phone, and meetings in person—balancing proactive outreach with responsive service to meet evolving needs
Retain and grow assets under management by building trust through clear communication, meaningful education, and thoughtful follow-through
Guide clients through Empower’s investment strategy, helping them understand and implement portfolio solutions aligned with their goals, risk tolerance, and financial plan
Deliver holistic financial planning across a wide range of topics, including retirement income strategies, tax-efficient savings, and education planning—partnering with Planning Specialists on more complex planning scenarios
Coordinate with your advisory team and stakeholders across Empower Personal Wealth to ensure timely and effective resolution of client needs
Model leadership within the client team by delegating, coaching, and developing colleagues to enhance performance and elevate the client experience

Requirements

What you’ll need

Bachelor Degree in Business or related discipline or equivalent experience
4+ years related work experience in financial services and client experience
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required
FINRA Series 7, 63, and 65 registrations required
FINRA fingerprinting 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 – always composed, professional, and skilled at establishing trust 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

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.