Premier Wealth Advisor - Personal Strategy

Empower LLC; Northern (KY); Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

BRGs

Job summary

Empower LLC seeks a Premier Wealth Advisor to serve Empower Private Clients with 5M+ in assets, partnering with the Practice Lead to deliver a highly personalized experience for high-net-worth households.

You will coordinate financial reviews, drive planning campaigns, and identify opportunities to deepen relationships and expand wallet share within an elite client base. Strong financial acumen is essential.

Qualifications

• Bachelor degree or equivalent experience in business or related field.
• 7+ years in financial services and client experience.
• FINRA Series 65 and fingerprinting required.
• CFP strongly preferred.
• Wealth management, tax and estate planning knowledge.
• Excellent communication, interpersonal and organizational skills.
• Ability to manage many time-sensitive tasks and build client trust.
• Experience presenting investment portfolios to clients.

Responsibilities

• Deliver a personalized, high-touch client experience for Empower Private Clients with 5M+ AUM.
• Lead planning milestones and outreach with the practice team.
• Strengthen relationships through proactive communications.
• Identify planning opportunities from client conversations and data insights.
• Provide tailored financial planning guidance to clients.
• Support implementation and monitoring of investment strategies.
• Coordinate with Portfolio Management for account customization and requests.
• Participate in monthly audits and coordinate with Empower Personal Wealth stakeholders.
• Attend in-person client meetings to build trust and deepen relationships.

Skills

Client relationship management

Financial planning

Wealth management

Communication

Attention to detail

Multi-tasking

Portfolio reviews

CRM systems

Regulatory compliance

Education

Bachelor Degree in Business or related discipline

CFP certification preferred

Tools

Salesforce

NetX360

Microsoft Word

Excel

Outlook

PowerPoint

Job description

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 Premier Wealth Advisor will be an essential member of a dedicated client practice team serving Empower Private Clients with $5M or more in assets under management. In partnership with the Practice Lead and the Client Experience Specialist, the role will help deliver a high-touch, highly personalized experience designed to support the complex needs of high-net-worth and ultra-high-net-worth households.

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.

What You Will Do

• Deliver a personalized, high-touch client experience for Empower Private Clients, with a focus on those with $5M+ in assets under management, 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.
• Partner with Portfolio Management to support account customization, client requests, and relationship clearance.
• Participate in monthly audit reviews and collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.
• Attend and contribute to in-person client meetings as needed to build trust and deepen relationships between clients and the practice team.

What You Will Bring

• Bachelor Degree in Business or related discipline or equivalent experience
• 7+ years related work experience in financial services and client experience
• FINRA Series 65 required
• FINRA fingerprinting required
• CFP strongly preferred
• 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.

***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 broad investment lineup
• 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.

Base Salary Range

$96,100.00 - $135,700.00

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

10-24-2026

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