Private Wealth Advisor

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $87.4k - $123.4k / 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 client 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 • Provide comprehensive financial planning services tailored to clients’ individual needs and goals • Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives • Track market trends, economic conditions, and regulatory changes impacting investments • Assist with monthly audit reviews with internal stakeholders • Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests • Meet with clients in person when needed

🎯 Requirements

• Bachelor degree in Business or related discipline or equivalent experience • 5+ years related work experience in financial services and client experience • Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning • Excellent verbal and written communication skills, including presentation skills • Detail oriented while managing multiple time-sensitive tasks simultaneously • Proactive self-starter with strong situational awareness and organizational skills • Exceptional client consultation skills and ability to establish trust and build long-term client relationships • FINRA Series 65 required • FINRA fingerprinting required upon hire • CFP preferred • Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary and recordkeeping systems • Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable • Must provide reliable high-speed wired internet and a suitable home workspace with limited disruption

🏖️ 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 • Other necessary computer equipment will be provided • Bonus program or sales incentives, depending on position and performance