Relationship-Driven Personal Wealth Advisor & Planner

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

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company match

Tuition reimbursement

Generous PTO and holidays

Volunteer time off

Job summary

Empower is seeking a Financial Advisor & Planner to serve a defined book of Personal Wealth clients in the Investment Services category. You will deliver proactive financial planning, timely guidance, and responsive support to help clients pursue their goals while expanding client relationships.

This role emphasizes client retention and satisfaction, with a focus on comprehensive planning across retirement, savings, and education, and collaboration with planning specialists as needed.

Qualifications

• Bachelor's degree in business, finance or related field.
• 4+ years financial services experience with proven relationship-building.
• High-level knowledge of current investment products and services.
• FINRA Series 7, 63, and 65 registrations required.

Responsibilities

• Provide extremely high level of service to Personal Wealth clients, retaining assets and growing assets through proactive education and responsive communication.
• Manage relationships via phone and email, proactively and reactively.
• Act as liaison between clients and internal groups to serve client needs.
• Discuss portfolio, market, and economic topics with clients.
• Provide holistic financial planning on retirement, savings, and education planning.
• Collaborate with planning specialists on complex plans.
• Coordinate with operations for client-related administrative issues.

Skills

Relationship management

Financial planning

Communication skills

Education

Bachelor's degree in business/finance

Job description

Empower is seeking a Financial Advisor & Planner to serve a defined book of Personal Wealth clients in the Investment Services category. You will deliver proactive financial planning, timely guidance, and responsive support to help clients pursue their goals while expanding client relationships.

This role emphasizes client retention and satisfaction, with a focus on comprehensive planning across retirement, savings, and education, and collaboration with planning specialists as needed.