Private Wealth Advisor; Private Client - Personal Strategy - Dallas/Houston region
Private Wealth Advisor (Private Client - Personal Strategy) - Dallas/Houston region page is loaded## Private Wealth Advisor (Private Client - Personal Strategy) - Dallas/Houston region remote type: Remote - Must reside within territory locations: TX Dallas: TX Houston - Remote: TX Dallas - Remote time type: Full time posted on: Posted Todaytime left to apply: End Date: February 14, 2026 (30 days left to apply) job requisition : R.0054526 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. • * The Ideal candidate lives in the greater Dallas or Houston Texas area and is excited to meet with clients in person, when needed. • * The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a dedicated client practice team servicing Empower partnership with the Practice Lead and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve. • * What You Will Do • ** Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education. • Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones. • Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients • Identify and drive planning opportunities and coordinate financial planning information gathering • Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team. • Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments. • Assist with monthly audit reviews in collaboration with various EPW stakeholders. • Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests. • * What You Will Bring • ** Bachelor Degree in Business or related discipline or equivalent experience • 5+ years related work experience in financial services and client experience • FINRA Series 65 required • FINRA fingerprinting required • Sufficient 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; pro-active… Apply tot his job