Elite Wealth Advisor for $5M+ Clients (Remote)

Empower; United States; Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company matching

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Empower is seeking a Premier Wealth Advisor to serve Empower Private Clients with $5M+ in assets under management. You will coordinate financial reviews, lead planning milestones, and help expand wallet share for an elite client base.

Role emphasizes deep financial acumen, trust-building, and proactive client engagement within a hybrid work environment, with a focus on personalized, strategic planning guidance.

Qualifications

• Bachelor degree or equivalent experience in business or related field.
• 7+ years in financial services and client experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• CFP strongly preferred.
• Knowledge of wealth management, tax, and estate planning.
• Excellent communication, organization, and presentation skills.
• Ability to manage many time-sensitive tasks and build trust.

Responsibilities

• Deliver a personalized, high-touch experience for Empower Private Clients ($5M+ AUM).
• Lead planning milestones and outreach with the practice team.
• Strengthen client relationships through proactive communications.
• Identify planning opportunities from conversations and data.
• Provide tailored financial planning guidance, solo or with the team.
• Support investment strategy implementation and monitoring.
• Collaborate with Portfolio Management and Compliance teams.
• Attend in-person client meetings to deepen relationships.

Skills

Relationship management

Client experience

Financial planning

Communication

Interpersonal skills

Time management

Presentation skills

Attention to detail

Education

Bachelor Degree in Business or related discipline

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower is seeking a Premier Wealth Advisor to serve Empower Private Clients with $5M+ in assets under management. You will coordinate financial reviews, lead planning milestones, and help expand wallet share for an elite client base.

Role emphasizes deep financial acumen, trust-building, and proactive client engagement within a hybrid work environment, with a focus on personalized, strategic planning guidance.