Wealth Advisor – Wealth Management, Personal Strategy

🕒 4 days ago

🇺🇸 United States – Remote

💵 $65.6k - $92.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Provide a best-in-class client experience through proactive and reactive client engagements related to onboarding, financial planning, and investor education • Lead clients through outreach campaigns and financial planning milestones • Collaborate with the advisory team to grow and maintain long-term relationships with highly valued clients • Identify and drive planning opportunities and coordinate financial planning information gathering • Provide comprehensive financial planning services tailored to clients’ needs and goals • Present planning deliverables individually or alongside the advisory team • Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives • Monitor market trends, economic conditions, and regulatory changes affecting investments • Assist with monthly audit reviews alongside EPW stakeholders • Collaborate with Portfolio Management on relationship clearance, customization, and client requests

🎯 Requirements

• Bachelor Degree in Business or related discipline or equivalent experience • 4+ years of related work experience in financial services and customer experience • FINRA Series 65 required • FINRA fingerprinting required • 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 and able to manage multiple time-sensitive tasks simultaneously • Proactive self-starter with strong situational awareness and contextual thinking • Strong organizational and presentation skills • Exceptional client consultation skills and ability to establish trust and build long-term client relationships • Ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios • Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary recordkeeping systems • Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable high-speed internet with wired connection and an appropriate home workspace

🏖️ Benefits

• $5,000 licensing sign-on bonus • Flexible work environment • Fluid career paths and internal mobility • Medical, dental, vision and life insurance • 401(k) plan with company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with option to wear jeans • Generous paid time off upon hire • 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) • Reliable high-speed internet and a wired connection required; necessary computer equipment will be provided