Empower

Empower

Senior Private Wealth Advisor, Practice Lead - Philly region

PA Philadelphia - Remote · Senior

Sponsorship not specified$114k-$165kDetected 27 days ago
SalesforceExcelLeadershipCommunicationCollaborationMicrosoft Office

About the role

  • We have a flexible work environment, and fluid career paths.
  • We not only encourage but celebrate internal mobility.
  • We also recognize the importance of purpose, well-being, and work-life balance.

Responsibilities

  • 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 high net worth Empower clients
  • recommend, implement, and review investment strategies that align with clients' risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
  • Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
  • An ability to clearly explain the 'Personal Strategy' investment strategy; recommend, implement, and review investment strategies that align with clients' risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
  • 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
  • We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
  • Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
  • Chart your own path and grow your career while helping more customers achieve financial freedom.

Requirements

  • Travel required to meet with clients face-to-face and build strong relationships.
  • Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
  • Bachelor's degree in business or related discipline or equivalent experience
  • FINRA Series 65 required
  • FINRA fingerprinting required
  • For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
  • You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
  • You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Nice to have

  • CFP strongly preferred

Compensation

  • $114,000.00 - $165,300.00
  • The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
  • Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
  • Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Benefits

  • Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
  • This position offers a competitive bonus opportunity in addition to the base salary**
  • At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology.

Company info

  • What we offer you

Equal opportunity

  • Equal opportunity employer • Drug-free workplace
  • We are an equal opportunity employer with a commitment to diversity.
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This listing is sourced directly from Empower's careers page and normalized into a canonical job model.