Private Wealth Advisor – Personal Strategy

Job not on LinkedIn

🔥 9 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 optimal experiences by effectively managing outreach campaigns and financial planning milestones • Collaborate with the advisory team to grow and maintain strong 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’ individual 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 impacting investments • Assist with monthly audit reviews in collaboration with various EPW stakeholders • Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests • Meet with clients in the Dallas, Texas area

🎯 Requirements

• Bachelor Degree in Business or related discipline or equivalent experience • 5+ years related work experience in financial services and client experience • FINRA Series 65 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; 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 at delivering effective client consultations and establishing trust and 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 • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • CFP preferred • Must reside within the Dallas territory

🏖️ 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. • Non-sales positions have the opportunity to participate in a bonus program • Reliable high-speed internet with a wired connection and a home workspace required for remote and hybrid positions • Other necessary computer equipment will be provided