Senior Wealth Management Advisor

At Empower, we believe that transforming financial lives starts by empowering our associates to transform their own. We offer a flexible work environment, support fluid career paths, and celebrate internal mobility. Well-being, purpose, and work-life balance are at the core of what we do, and our commitment to creating a welcoming and inclusive environment is evident. Our associates enthusiastically dedicate thousands of hours to volunteer for causes they care about.

Join us in charting your career path while helping our clients achieve financial freedom.

We are currently interviewing for a potential class that will begin in December 2025.

Ideal candidates should be available to work from 9 AM to 5 PM PT.

As a Senior Wealth Management Advisor, you will serve as the primary point of contact for a designated book of clients enrolled in Empower's Personal Strategy managed asset program, focusing on the mass affluent category (Individual Client AUM from $250k - $1m). Your primary responsibility will be to deliver exceptional client experiences through proactive financial planning, effective communication of portfolio strategies, and responsive support to client needs.

Your performance will be evaluated based on various factors, including client satisfaction, retention rates, growth in share of wallet, and the generation of client referrals. Exceptional client retention and satisfaction are key priorities in this role.

Key Responsibilities

• Provide a high level of service to our Empower Personal Wealth clients, ensuring asset retention and encouraging the growth of additional assets through consistent communication and proactive education.
• Engage in comprehensive relationship management through phone calls, emails, and in-person meetings, ensuring both proactive and reactive client interaction.
• Act as a liaison between clients and various internal teams to facilitate seamless service delivery.
• Offer holistic financial planning across a wide range of topics including retirement planning, savings strategies, and education planning. Collaborate with financial planning specialists on complex issues when necessary.
• Coordinate with operational teams to address client-related administrative matters.
• Possibly assist in training new Financial Advisor hires and present information to client groups across the country.

Qualifications

What Sets You Apart

Applicants must be authorized to work for any employer in the U.S., as we are unable to sponsor or take over sponsorship of an employment visa at this time.

Compensation and Benefits

We offer a comprehensive array of benefits aimed at supporting our employees' health and work-life balance :

Base Salary Range

$70,800.00 - $99,975.00

The above range represents the typical minimum to maximum base salary for this position, specific to the listed location. Non-sales positions may participate in a bonus program, while sales positions may earn additional incentives and bonuses based on individual performance. Actual compensation may vary based on geographic location, work experience, education, licensure requirements, and skill level, finalized upon offer.

We are proud to be an equal opportunity employer dedicated to diversity. All individuals are encouraged to apply, and 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.

For remote and hybrid roles, reliable high-speed internet with a wired connection is necessary, along with a designated workspace with limited disruption. You must ensure connectivity through fiber, cable, or DSL internet. Other required computer equipment will be provided, and you may need to work in the office if your home setup is inadequate.

Application Deadline : 12 : 01 AM on November 17, 2025.

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Workplace Flexibility : Remote - Must reside within territory.