Wealth Advisor – Wealth Management, Premier, Brokerage

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

📋 Description

• Provide a tailored, high-touch experience for Empower clients, facilitating both proactive and reactive interactions related to onboarding, financial planning, and investment strategies.

• Guide clients through essential planning milestones and outreach initiatives in collaboration with your practice team, ensuring a smooth and proactive journey.

• Enhance client relationships by overseeing ongoing communications, anticipating needs, and acting as a reliable point of contact alongside your Practice Lead and Client Experience Specialist.

• Recognize planning opportunities through client discussions and data insights; lead the information-gathering process to deliver timely and pertinent recommendations.

• Offer financial planning customized to each client’s specific goals—providing advice independently or in partnership with your practice team, based on the complexity and client preferences.

• Aid in the execution and monitoring of investment strategies that align with client goals and risk profiles; stay informed about market trends, economic conditions, and regulatory updates.

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

⛳️ Requirements

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

• Over 4 years of relevant work experience in financial services and/or customer experience.

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

• FINRA fingerprinting is necessary.

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

• Exceptional verbal and written communication abilities; strong interpersonal skills; detail-oriented; capable of managing multiple time-sensitive tasks simultaneously; proactive self-starter, with strong situational awareness and contextual thinking, as well as strong organizational and presentation skills.

• Outstanding in delivering effective client consultations – consistently composed, professional, and adept at establishing trust and fostering long-term client relationships.

• Demonstrated ability to manage diverse client needs, achieve multi-product objectives, and analyze and present investment portfolios to clients.

• Proficient in or capable of quickly mastering: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary recordkeeping systems.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

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

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

• Business-casual environment allowing for jeans.

• Generous paid time off upon hire – includes 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, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) – BRGs promote inclusion and collaboration within our organization and the communities where we live, work, and play. All employees are welcome to participate.