Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Atlanta region

Empowerrd

19 days ago

3.9 on Glassdoor

Andover, MA

Onsite

Full Time

Senior

0 applicants

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About this role

A Senior Wealth Advisor, Practice Lead at Empower helps high-net-worth clients in the Greater Atlanta area achieve their long-term financial goals through tailored financial advice. The role involves leading a dedicated client team, building relationships, and delivering comprehensive financial planning services. It offers opportunities for impactful client engagement and professional growth.

Skills

Qualifications

Bachelor's Degree in Business or Related FieldFINRA Series 65

About Empowerrd

empower.com

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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