Empower · 1 month ago
Wealth Advisor - Wealth Management /Personal Strategy
United States
Full-time
Remote
Mid Level
$66K/yr - $93K/yr
4+ years expEmpower is committed to transforming financial lives and fostering a flexible work environment. The Wealth Advisor will play a key role in delivering personalized financial planning and relationship management to clients, ensuring a high-quality client experience and identifying opportunities to deepen client relationships.
Human ResourcesNon ProfitSocial MediaFinanceEmployee BenefitsSocialWealth Management
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
Required
Bachelor Degree in Business or related discipline or equivalent experience
4+ years related work experience in financial services and customer 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
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT
Benefits
We have a flexible work environment
Fluid career paths
Internal mobility
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.
This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30.
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.
Other necessary computer equipment, will be provided.
Company
Empower
EMPower is a non-governmental agency for social well being.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Richard Linton
President and COO
Ken Munro
Executive Vice President, Core & Mid-Market
Recent News
Business Wire
2026-06-22
Springfield Business Journal
2026-06-13
Company data provided by crunchbase