Hybrid Personal Wealth Advisor & Financial Planner

Empower; United States; Hybrid; USD 60,000 - 84,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Tuition reimbursement

Casual dress code

Paid time off + holidays + floatingH

Volunteer time

Parental leave

BRGs

Job summary

Empower is seeking a Financial Advisor & Planner to serve a book of Personal Wealth clients with AUM from $100k–$250k. You will provide proactive financial planning, guidance, and timely communication, acting as the main point of contact for assigned clients in Investment Services.

The role emphasizes client retention, satisfaction, and opportunities to expand assets through thoughtful advisory support. A FINRA-registered professional will guide complex planning and coordinate with internal

Qualifications

• 4+ years financial services experience with a proven track record of successful relationship building in a business setting.
• High-level knowledge of current investment products and industry services.
• Proven track record in relationship management and customer satisfaction.
• CURRENT FINRA Series 7, 63, and 65 registrations required.
• FINRA fingerprinting required upon hire.

Responsibilities

• Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
• Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
• Act as liaison between clients & various internal groups/departments to serve clients
• Discuss portfolio, market, and economic discussions
• Provide clients with holistic financial planning on retirement planning, savings strategies, and education planning
• Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
• Effectively coordinate with operational teams for client-related administrative issues

Skills

Relationship management

Financial services

Client service

Communication skills

Regulatory compliance

Education

Bachelor's degree or higher in business, finance, or related field

Job description

Empower is seeking a Financial Advisor & Planner to serve a book of Personal Wealth clients with AUM from $100k–$250k. You will provide proactive financial planning, guidance, and timely communication, acting as the main point of contact for assigned clients in Investment Services.

The role emphasizes client retention, satisfaction, and opportunities to expand assets through thoughtful advisory support. A FINRA-registered professional will guide complex planning and coordinate with internal