Elite Wealth Advisor for $5M+ Private Clients

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

Benefits offered by this job

Medical, dental, vision

401(k) with match

Tuition reimbursement

Casual dress code

Paid time off

Volunteer time

Parental leave

BRGs open to all

Job summary

Empower invites a Premier Wealth Advisor to join Empower Private Clients managing $5M+ in assets under management. You will deliver a high-touch, personalized experience through ongoing financial reviews, planning campaigns, and proactive outreach within a high-net-worth client base.

You’ll lead milestone planning, deepen relationships, and partner with the Practice Lead and Client Experience Specialist to ensure tailored, compliant advice and exceptional service in a collaborative, inclusive

Qualifications

• 7+ years related work experience in financial services and client experience
• FINRA Series 65 required; fingerprinting required
• CFP strongly preferred
• Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning

Responsibilities

• Deliver a personalized, high-touch client experience for Empower Private Clients, with a focus on those with $5M+ in assets under management
• Lead clients through key planning milestones and campaign-driven outreach with your practice team
• Strengthen client relationships by managing ongoing communications and serving as a consistent point of contact
• Identify planning opportunities based on client conversations and data insights; lead information gathering for recommendations
• Provide financial planning tailored to each client’s goals, independently or with the team
• Support investment strategies with alignment to client objectives and risk profiles
• Partner with Portfolio Management to support account customization and client requests
• Participate in monthly audit reviews and collaborate with Empower Personal Wealth across the organization
• Attend and contribute to in-person client meetings as needed to build trust

Skills

Financial planning

Relationship management

Communication

Attention to detail

Education

Bachelor Degree in Business or related discipline

FINRA Series 65

CFP

FINRA fingerprinting

Tools

Salesforce

NetX360

MS Word

Excel

Outlook

PowerPoint

Job description

Empower invites a Premier Wealth Advisor to join Empower Private Clients managing $5M+ in assets under management. You will deliver a high-touch, personalized experience through ongoing financial reviews, planning campaigns, and proactive outreach within a high-net-worth client base.

You’ll lead milestone planning, deepen relationships, and partner with the Practice Lead and Client Experience Specialist to ensure tailored, compliant advice and exceptional service in a collaborative, inclusive