Wealth Advisor – Wealth Management, Premier, Brokerage

🕒 2 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

• Deliver a personalized, high-touch client experience for Empower clients, supporting proactive and reactive engagements related to onboarding, financial planning, and investment strategy • Lead clients through key planning milestones and campaign-driven outreach in partnership with the practice team • Strengthen client relationships through ongoing communications, anticipating needs, and serving as a consistent point of contact • Identify planning opportunities using client conversations and data insights • Lead information gathering to support timely and relevant recommendations • Provide financial planning tailored to each client’s goals, independently or with the practice team • Support implementation and monitoring of investment strategies aligned with client objectives and risk profiles • Stay current on market developments, economic conditions, and regulatory changes • Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence

🎯 Requirements

• Bachelor Degree in Business or related discipline or equivalent experience • 4+ years related work experience in financial services and/or customer experience • FINRA Series 7, 63, and 65 FINRA registrations required • FINRA fingerprinting required • Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning • Excellent verbal and written communication skills • Strong interpersonal skills and attention to detail • Ability to manage many time-sensitive tasks simultaneously • Pro-active self-starter with strong situational awareness and contextual thinking • Strong organizational and presentation skills • Exceptional client consultation skills, including establishing trust and building long-term client relationships • Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients • Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems • CFP or CRPC preferred • Prior experience as a high performing Financial Advisor & Planner serving Premier/Brokerage clients is preferred • Applicants must be authorized to work for any employer in the U.S. • Employer sponsorship or takeover of sponsorship for an employment visa is not available, including CPT/OPT • For remote positions, reliable high-speed internet with a wired connection and a minimally disruptive home workspace are required

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus 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 facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. • Flexible work environment • Reliable high-speed internet and wired connection required for remote work • Necessary computer equipment provided • Non-sales positions have the opportunity to participate in a bonus program • Sales positions are eligible for sales incentives, and in some instances a bonus plan