Premier Wealth Advisor – Personal Strategy

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

📋 Description

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

• Assist with onboarding, financial planning, and investment strategy engagements.

• Guide clients through planning milestones and outreach driven by specific campaigns.

• Maintain ongoing communication and serve as a reliable point of contact.

• Recognize planning opportunities through client discussions and data insights.

• Lead the information gathering process to deliver timely recommendations.

• Offer customized financial planning either independently or in collaboration with the practice team.

• Aid in the implementation and monitoring of investment strategies that align with client goals and risk tolerance.

• Keep abreast of market trends, economic conditions, and regulatory updates.

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

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

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

⛳️ Requirements

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

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

• FINRA Series 65 certification is required.

• FINRA fingerprinting is necessary.

• CFP certification is highly preferred.

• Strong understanding of wealth management strategies, financial planning, tax optimization, and estate planning.

• Excellent verbal and written communication abilities.

• Strong interpersonal, organizational, presentation, and situational awareness skills.

• Capacity to manage multiple time-sensitive tasks concurrently.

• Proven track record of achieving multi-product goals and analyzing/presenting investment portfolios to clients.

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

• Candidates must have authorization to work for any employer in the U.S.; employment visa sponsorship is not available.

• Access to reliable high-speed internet with a wired connection and a suitably equipped home workspace.

🏝️ 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 array of investment options.

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

• Business-casual work environment allowing for 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 – 16 hours per calendar year.

• Leave of absence programs including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).

• Access to Business Resource Groups (BRGs) open to all employees.

• Opportunity for bonus programs for non-sales positions.

• Provision of other necessary computer equipment.

• Flexible work environment with support for work-life balance.