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Empower · 1 hour ago

Private Wealth Advisor (Private Client - Personal Strategy) - Seattle region

Seattle, WA

Full-time

Hybrid

Senior Level

$86K/yr - $121K/yr

5+ years exp

Empower is a company dedicated to transforming financial lives and creating a welcoming and inclusive environment. The Private Wealth Advisor will play a key role in delivering a personalized client experience, focusing on relationship management and strategic financial planning to support clients in achieving financial freedom.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

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

Qualification

Financial planningClient relationship managementInvestment managementWealth management strategiesFINRA Series 65Microsoft Office SuiteSalesforceCommunication skillsOrganizational skillsPresentation skillsInterpersonal skillsDetail-orientedProactive self-starter

Required

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 self-starter, strong situational awareness and contextual thinking, and 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 recordkeeping systems

Preferred

CFP preferred

Benefits

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 – including a 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.