Deliver a personalized, high-touch client experience for Empower clients, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy.
Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience.
Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist.
Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations.
Provide financial planning tailored to each client's unique goals-delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference.
Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes.
Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.
Requirements
Bachelor Degree in Business or related discipline or equivalent experience
4+ years related work experience in financial services and/or customer experience
FINRA Series 7, 63, and 65 FINRA registrations 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.
What Will Set You Apart
CFP, CRPC, preferred
Prior experience as a high performing Financial Advisor & Planner, serving our Premier/Brokerage clients
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
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 b
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible schedule
Additional Information
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, it will help deliver a high-touch, highly personalized experience designed to support our clients.
Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base.
This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening-an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology.
This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve.
Empower · Nationwide Remote