Premier Wealth Advisor – Personal Strategy

Emploi pas sur LinkedIn

🕒 il y a 4 jours

🐊 Florida – Distant

🐊 Florida – Remote

💵 $96 100 - $135 700 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Empower

Site WebLinkedInTous les Emplois

10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

Description

• Deliver a personalized, high-touch client experience for Empower Private Clients with $5M+ in assets under management • Lead clients through planning milestones and campaign-driven outreach with the practice team • Manage ongoing client communications, anticipate needs, and serve as a consistent point of contact • Identify planning opportunities from client conversations and data insights • Lead information gathering to support timely recommendations • Provide financial planning tailored to clients’ goals, independently or with the practice team • Support implementation and monitoring of investment strategies aligned with objectives and risk profiles • Stay current on market developments, economic conditions, and regulatory changes • Partner with Portfolio Management on account customization, client requests, and relationship clearance • Participate in monthly audit reviews and collaborate with internal stakeholders to ensure compliance and operational excellence • Attend and contribute to in-person client meetings as needed

🎯 Exigences

• Bachelor Degree in Business or related discipline or equivalent experience • 7+ years related work experience in financial services and client experience • FINRA Series 65 required • FINRA fingerprinting required • CFP strongly preferred • Sufficient 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; able to manage many time-sensitive tasks simultaneously • Pro-active self-starter with strong situational awareness, contextual thinking, 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 to clients • Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems • Applicants 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 a wired connection and a suitable home workspace required for remote work

🏖️ Avantages

• 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) open to all • Flexible work environment • Other necessary computer equipment provided

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV