Private Wealth Advisor – Premier Brokerage

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

📋 Description

• Provide a customized, high-touch experience for Empower clients throughout onboarding, financial planning, and investment strategy engagements.

• Guide clients through significant planning milestones and outreach campaigns in collaboration with the practice team.

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

• Recognize planning opportunities by leveraging client discussions and data insights.

• Direct the collection of information to facilitate timely and relevant recommendations.

• Offer financial planning that aligns with each client's objectives, either independently or in conjunction with the practice team.

• Assist in the implementation and monitoring of investment strategies that reflect client goals and risk tolerances.

• Remain updated on market trends, economic conditions, and regulatory changes.

• Work collaboratively with internal stakeholders at Empower Personal Wealth to ensure compliance and operational excellence.

• Strengthen client relationships and increase wallet share within a distinguished client base.

⛳️ Requirements

• Bachelor’s degree in business or a related field, or equivalent experience.

• Over 5 years of relevant experience in financial services and client relations.

• Required FINRA Series 7, 63, and 65 registrations.

• FINRA fingerprinting is a requirement.

• Familiarity with wealth management strategies, financial planning, tax optimization, and estate planning.

• Exceptional verbal and written communication abilities.

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

• Capability to manage multiple time-sensitive tasks concurrently.

• Ability to build trust and foster long-term client relationships.

• Proficient in navigating diverse client needs, achieving multi-product objectives, and analyzing as well as presenting investment portfolios.

• Proficient in or quick to learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary recordkeeping systems.

• CFP designation preferred.

• Candidates must be authorized to work for any employer in the U.S.

• Unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.

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

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous company matching contributions up to 6%.

• Financial advisory services.

• Potential for company discretionary contributions.

• Extensive investment options.

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

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

• Generous paid time off upon hire, 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.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Necessary computer equipment provided.

• Opportunity to participate in a bonus program or sales incentives, depending on position and performance.