Premier Wealth Advisor – Personal Strategy

🔥 12 hours ago

🌪️ Kansas – Remote

🌪️ Kansas – Remote

💵 $96.1k - $135.7k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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 Private Clients with $5M+ in assets under management • Support onboarding, financial planning, and investment strategy engagements • Lead clients through planning milestones and campaign-driven outreach • Manage ongoing communications and serve as a consistent point of contact • Identify planning opportunities using client conversations and data insights • Lead information gathering for timely recommendations • Provide tailored financial planning independently or with the practice team • Support implementation and monitoring of investment strategies aligned with client objectives and risk profiles • Monitor 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

🎯 Requirements

• 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, organizational, presentation, and situational-awareness skills • Ability to manage many time-sensitive tasks simultaneously • Proven ability to deliver 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 proprietary recordkeeping systems • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable • Reliable high-speed internet with a wired connection and an adequately equipped home workspace

🏖️ 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) open to all • Bonus program opportunity for non-sales positions • Other necessary computer equipment provided • Flexible work environment and work-life balance support