Empower
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Atlanta regio
Empower, Atlanta, Georgia, United States, 30383
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Atlanta region
At Empower, we empower financial freedom for all. As a Senior Private Wealth Advisor – Practice Lead, you will serve as a trusted advisor and primary point of contact for high-net-worth client households in the Atlanta area. This role focuses on retaining and growing net assets by delivering proactive, tailored financial advice through a highly personal and strategic approach.
The ideal candidate lives in the Atlanta area and is excited to meet with clients in person, if needed.
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 advisory team resources to grow and maintain strong long‑term relationships with highly valued clients.
Conduct comprehensive relationship management via phone, email, and virtual meetings, engaging both proactively and reactively.
Retain assets under management and acquire additional assets through diligent communication, proactive education, and responsive service.
Act as liaison between clients and internal groups/departments within Empower Personal Wealth to serve clients.
Clearly explain Empower’s ‘Personal Strategy’ investment approach; recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives, and engage clients on portfolio, market, and economic discussions.
Provide holistic financial planning on a wide variety of subjects—including retirement planning, income optimization, tax‑advantaged savings strategies, and education planning—collaborating with Financial Planning Specialists on complex issues.
Coordinate with advisory team and EPW stakeholders for client‑related requests.
Delegate, coach, train, and develop colleagues and resources.
Travel to meet clients face‑to‑face and build strong relationships.
What You Will Bring
Bachelor’s degree in business or related discipline, or equivalent experience.
10+ years of related work experience in financial services and client experience.
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor.
FINRA Series 65 required; FINRA fingerprinting required.
CFP strongly preferred.
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time‑sensitive tasks simultaneously; proactive self‑starter; strong situational awareness and contextual thinking; 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.
Proficient in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and record‑keeping systems.
Demonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retention.
What Will Set You Apart
Prior experience as a high‑performing Advisor & Planner in the Personal Strategy solution.
What We Offer You
Medical, dental, vision, and life insurance.
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
Tuition reimbursement up to $5,250/year.
Business‑casual environment that includes the option to wear jeans.
Generous paid time off upon hire – paid time off program plus ten paid company holidays and three floating holidays each calendar year.
Paid volunteer time — 16 hours per calendar year.
Leave of absence programs – including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
Business Resource Groups (BRGs) – facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range $128,600.00 – $186,425.00
Non‑sales positions have the opportunity to 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. Actual compensation offered may vary from the 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.
Equal Opportunity Employer
Drug‑free workplace.
We are 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.
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. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
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The ideal candidate lives in the Atlanta area and is excited to meet with clients in person, if needed.
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 advisory team resources to grow and maintain strong long‑term relationships with highly valued clients.
Conduct comprehensive relationship management via phone, email, and virtual meetings, engaging both proactively and reactively.
Retain assets under management and acquire additional assets through diligent communication, proactive education, and responsive service.
Act as liaison between clients and internal groups/departments within Empower Personal Wealth to serve clients.
Clearly explain Empower’s ‘Personal Strategy’ investment approach; recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives, and engage clients on portfolio, market, and economic discussions.
Provide holistic financial planning on a wide variety of subjects—including retirement planning, income optimization, tax‑advantaged savings strategies, and education planning—collaborating with Financial Planning Specialists on complex issues.
Coordinate with advisory team and EPW stakeholders for client‑related requests.
Delegate, coach, train, and develop colleagues and resources.
Travel to meet clients face‑to‑face and build strong relationships.
What You Will Bring
Bachelor’s degree in business or related discipline, or equivalent experience.
10+ years of related work experience in financial services and client experience.
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor.
FINRA Series 65 required; FINRA fingerprinting required.
CFP strongly preferred.
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time‑sensitive tasks simultaneously; proactive self‑starter; strong situational awareness and contextual thinking; 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.
Proficient in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and record‑keeping systems.
Demonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retention.
What Will Set You Apart
Prior experience as a high‑performing Advisor & Planner in the Personal Strategy solution.
What We Offer You
Medical, dental, vision, and life insurance.
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
Tuition reimbursement up to $5,250/year.
Business‑casual environment that includes the option to wear jeans.
Generous paid time off upon hire – paid time off program plus ten paid company holidays and three floating holidays each calendar year.
Paid volunteer time — 16 hours per calendar year.
Leave of absence programs – including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
Business Resource Groups (BRGs) – facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range $128,600.00 – $186,425.00
Non‑sales positions have the opportunity to 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. Actual compensation offered may vary from the 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.
Equal Opportunity Employer
Drug‑free workplace.
We are 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.
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. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
#J-18808-Ljbffr