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Senior Wealth Management Financial Advisor

Senior Wealth Management Financial Advisor

EmpowerLas Vegas, NV, United States
17 hours ago
Job type
  • Full-time
Job description

At Empower, we believe in transforming financial lives by empowering our team members to take charge of their own career paths. We offer a flexible work environment and encourage internal mobility, celebrating each individual's unique contributions. We prioritize purpose, well-being, and a balance between work and life, fostering a welcoming and inclusive culture. Our associates are also dedicated to community engagement, contributing thousands of volunteer hours to causes they care about.

If you are passionate about helping others achieve financial freedom while charting your own professional journey, we encourage you to apply.

The Senior Wealth Management Financial Advisor plays a crucial role in assisting Empower’s Personal Wealth investment clients. This position focuses on clients enrolled in our brokerage and Premier account programs.

As the main point of contact for your assigned portfolio of mass affluent clients (with assets under management ranging from $250k to $1m), you will provide exceptional service and guidance. Your responsibilities will include proactive financial planning, responsive support for client needs, and effective communication of the benefits offered through Empower.

Your success will be measured in client satisfaction, retention rates, and the enrollment of clients into additional financial services.

Key Responsibilities :

  • Deliver outstanding service to Empower Personal Wealth clients, managing assets effectively and fostering lasting relationships.
  • Engage in comprehensive relationship management through proactive and reactive communication via phone and email.
  • Act as a liaison between clients and internal departments to ensure their needs are met.
  • Effectively explain portfolio performance, market trends, and economic forecasts to clients.
  • Provide holistic financial planning covering various aspects such as retirement, savings strategies, and education planning. Collaborate with financial planning specialists for complex issues when necessary.
  • Work closely with operational teams to resolve client-related administrative matters.
  • Potentially participate in training new Financial Advisor hires and lead presentations for client groups nationwide.

What You Will Bring :

  • Required : FINRA Series 7, 63, and 65 registrations within established timelines; FINRA Fingerprinting.
  • A Bachelor’s degree in business, finance, or a related field.
  • Excellent verbal and written communication skills.
  • A proven track record in relationship management and client satisfaction.
  • Strong understanding of current investment products and industry standards.
  • Effective organizational skills with the ability to multitask in a fast-paced environment.
  • Demonstrated teamwork and collaboration skills.
  • Preferred Qualifications :

  • Certified Financial Planner (CFP) designation.
  • Experience communicating with mass-affluent clients in the investment advisory field.
  • Applicants must have authorization to work in the U.S. We cannot provide sponsorship for employment visas at this time.

    What We Offer :

  • Comprehensive medical, dental, vision, and life insurance.
  • 401(k) plan with generous company matching contributions.
  • Tuition reimbursement up to $5,250 per year.
  • Business-casual environment with flexible dress code.
  • Generous paid time off including holidays and floating holidays.
  • 16 hours of paid volunteer time each calendar year.
  • Various leave of absence options including paid parental leave.
  • Active Business Resource Groups for community and inclusion initiatives.
  • Salary Range : $64,300 - $90,850

    Salary may vary based on geographic location, experience, and other factors. Non-sales positions may participate in a bonus program based on individual performance.

    We are an equal opportunity employer committed to diversity. All individuals are encouraged to apply regardless of personal characteristics. Qualified applicants will be considered without regard to age, race, gender, or other protected statuses.

    For remote positions, a reliable high-speed wired internet connection and an appropriate home workspace are required. Equipment will be provided; on-site work may be necessary if home conditions are inadequate.

    Application Deadline : November 17, 2025

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    Senior Wealth Advisor • Las Vegas, NV, United States

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