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Senior Private Wealth Advisor, Practice Lead at Empower - ApplyBlast

Senior Private Wealth Advisor, Practice Lead

Empower

2 months ago

3.9 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

The Senior Private Wealth Advisor, Practice Lead serves as the lead advisor for a dedicated team, providing high‑net‑worth clients with personalized financial planning, investment strategy, and client experience services. The role focuses on retaining and growing assets under management through proactive communication, education, and coordination with internal resources, while also traveling to meet clients in person as needed.

Responsibilities

Lead client practice team to deliver personalized wealth advice
Manage and grow high‑net‑worth client relationships
Coordinate financial planning and investment strategy implementation

Skills

Qualifications

Bachelor’s degree in Business or related disciplineFINRA Series 65CFP certificationFINRA fingerprinting

About Empower

empower.com

Headquarters

Greenwood Village, Colorado, United States

Company Size

10001+ employees

Founded

2014

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Empower is a financial services company that provides retirement plan administration, investment and wealth-management solutions, and digital advice and planning tools for individuals, employers, and financial professionals. The firm combines human advice, people, and technology to help clients save for retirement, manage assets, and make informed investment decisions across workplace plans and personal accounts. Empower also supports employers and plan sponsors with plan services, reporting, and fiduciary solutions while offering advisors client-facing tools. Their stated vision is to transform financial lives and “empower financial freedom for all” (tagline: Invest well. Live a little.).

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