Premier Wealth Advisor – Personal Strategy

This is a fully remote position, open to applicants in Florida.

📋 Description

• Provide a tailored, high-touch client experience for Empower Private Clients with over $5M in assets under management.

• Guide clients through planning milestones and campaign-driven outreach alongside the practice team.

• Oversee ongoing client communications, anticipate needs, and act as a reliable point of contact.

• Recognize planning opportunities from client discussions and data insights.

• Lead the information-gathering process to support prompt recommendations.

• Offer financial planning customized to clients' objectives, either independently or in collaboration with the practice team.

• Assist in the implementation and monitoring of investment strategies that align with clients' goals and risk profiles.

• Remain informed about market trends, economic conditions, and regulatory changes.

• Collaborate with Portfolio Management on account customization, client requests, and relationship management.

• Engage in monthly audit reviews and work with internal stakeholders to uphold compliance and operational excellence.

• Attend and contribute to in-person client meetings as required.

⛳️ Requirements

• Bachelor’s Degree in Business or a related field, or equivalent experience.

• Over 7 years of relevant work experience in financial services and client relations.

• FINRA Series 65 certification is mandatory.

• FINRA fingerprinting is required.

• CFP designation is highly preferred.

• Adequate knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.

• Excellent verbal and written communication abilities.

• Strong interpersonal skills, attention to detail, and capability to manage multiple time-sensitive tasks simultaneously.

• Proactive self-starter with heightened situational awareness, contextual thinking, organizational, and presentation skills.

• Outstanding client consultation abilities, with a knack for establishing trust and nurturing long-term client relationships.

• Capacity to navigate various client needs, achieve multi-product goals, and analyze and present investment portfolios to clients.

• Proficient in or able to quickly acquire skills in Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.

• Applicants must possess authorization to work for any employer in the U.S.; visa sponsorship for employment is not available, including CPT/OPT.

• Reliable high-speed internet with a wired connection and a suitable home workspace is required for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• Retirement savings plan – 401(k) with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions from the company, and a wide range of investment options.

• Tuition reimbursement of up to $5,250 per year.

• Business-casual work environment, including the option to wear jeans.

• Generous paid time off from the start, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time, offering 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) available to all employees.

• Flexible work environment.

• Other necessary computer equipment provided.