Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Washington DC region

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Washington DC region

Join to apply for the Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Washington DC region role at Empower .

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. 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. 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. Empower Yourself.

What You Will Do

• 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.
• Provide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long‑term relationships with highly valued clients.
• Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive.
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
• Act as liaison between clients and various internal groups / departments within Empower Personal Wealth to serve clients.
• 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.
• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax‑advantaged savings strategies, and education planning. Collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
• Effectively coordinate with advisory team and various EPW stakeholders for client‑related requests.
• Willingness and ability to delegate, coach, train, and develop colleagues and resources.
• Travel required to meet with clients face‑to‑face and build strong relationships.

What You Will Bring

What Will Set You Apart

What We Offer You

Base Salary Range

$128,600.00 – $186,425.00. Non‑sales positions may participate in a bonus program; 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.

Equal Opportunity Employer

Empower is an equal‑opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Drug‑free workplace.

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