Private Wealth Advisor: Personal Strategy (Remote)

Empower LLC; Dallas (TX); Remote; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company match up to 6%

Tuition reimbursement up to $5,250/yr

Generous PTO + holidays

Volunteer time off

Job summary

Empower LLC in Dallas seeks a Private Wealth Advisor to deliver high-touch financial planning and investment guidance to a distinguished client base. You will lead onboarding and coordinate planning milestones, partnering with the advisory team to deepen relationships while staying current with market trends and regulatory changes.

The role rewards clear communication, integrity, and a proactive, service-first mindset, with the opportunity to help clients achieve financial freedom through

Qualifications

• Bachelor Degree in Business or related discipline or equivalent experience.
• 5+ years related work experience in financial services and client experience.
• FINRA Series 65 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
• Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

Responsibilities

• Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education.
• Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones.
• Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients
• Identify and drive planning opportunities and coordinate financial planning information gathering
• Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team.
• Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments.
• Assist with monthly audit reviews in collaboration with various EPW stakeholders.
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests.

Skills

Client relationship management

Financial planning

Communication

Time management

Education

Bachelor's degree in Business or related discipline

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower LLC in Dallas seeks a Private Wealth Advisor to deliver high-touch financial planning and investment guidance to a distinguished client base. You will lead onboarding and coordinate planning milestones, partnering with the advisory team to deepen relationships while staying current with market trends and regulatory changes.

The role rewards clear communication, integrity, and a proactive, service-first mindset, with the opportunity to help clients achieve financial freedom through