Private Wealth Advisor – Premier Brokerage

🔥 0 minutes ago

🇺🇸 United States – 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

• Deliver a personalized, high-touch client experience for Empower clients across onboarding, financial planning, and investment strategy engagements • Lead clients through planning milestones and campaign-driven outreach with the practice team • Manage ongoing communications, anticipate client needs, and serve as a consistent point of contact • Identify planning opportunities using client conversations and data insights • Lead information gathering to support timely, 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 on compliance and operational excellence • Deepen client relationships and expand wallet share within an elite client base

🎯 Requirements

• Bachelor’s degree in business or related discipline or equivalent experience • 5+ years of related work experience in financial services and client experience • FINRA Series 7, 63, and 65 registrations required • FINRA fingerprinting required • 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 multiple time-sensitive tasks simultaneously • 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 • Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary and recordkeeping systems • CFP preferred • Applicants must be authorized to work for any employer in the U.S. • Unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT • Reliable high-speed internet with a wired connection and an appropriate home workspace required for remote work

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Generous paid time off upon hire, including a paid time off program • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Other necessary computer equipment provided • Opportunity to participate in a bonus program / sales incentives, depending on position and performance