Apply on Employer Site

Empower · 1 day ago

Wealth Advisor (Wealth Management - Premier/Brokerage)

United States

Full-time

Remote

Mid Level

$66K/yr - $93K/yr

4+ years exp

Empower is committed to transforming financial lives by providing a flexible work environment and celebrating internal mobility. The Wealth Advisor will play a key role in delivering personalized client experiences and managing relationships, focusing on financial planning and investment strategies.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

Deliver a personalized, high-touch client experience for Empower clients, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy

Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience

Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist

Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations

Provide financial planning tailored to each client’s unique goals—delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference

Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes

Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65Financial planningWealth management strategiesMicrosoft Office SuiteSalesforceCommunication skillsInterpersonal skillsOrganizational skillsPresentation skillsDetail orientedProactive self-starter

Required

Bachelor Degree in Business or related discipline or equivalent experience

4+ years related work experience in financial services and/or customer experience

FINRA Series 7, 63, and 65 FINRA registrations 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, CRPC, preferred

Prior experience as a high performing Financial Advisor & Planner, serving our Premier/Brokerage clients

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.