Wealth Advisor – Wealth Management, Personal Strategy

🕒 2 days ago

🇺🇸 United States – Remote

💵 $65.6k - $92.7k / 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 servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education. • Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones. • Client relationship management: collaborate with your 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 • Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. • Present planning deliverables individually or alongside your advisory team. • Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. • Remain informed about 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.

🎯 Requirements

• Bachelor Degree in Business or related discipline or equivalent experience • 4+ years related work experience in financial services and customer 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, strong situational awareness and contextual thinking, and strong organizational and presentation skills. • Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building 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 ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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.