Remote Wealth Advisor – Elite Client Planning

Empower LLC; Northern (KY); Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical insurance

401(k) match

Tuition reimbursement

PTO & holidays

Volunteer time

Job summary

Empower LLC is seeking a Wealth Advisor to deliver a high-touch client experience, focusing on onboarding, planning, and investment strategy for a premier client base. You will work with a dedicated team to drive personalized financial guidance and proactive relationship management.

The role requires 4+ years in financial services, FINRA registrations, and strong communication. A CFP/CRPC is preferred, with remote nationwide flexibility and competitive compensation.

Qualifications

• Bachelor degree in Business or related discipline.
• 4+ years related work experience in financial services and/or customer experience.
• FINRA Series 7, 63, and 65 registrations required.
• CFP, CRPC preferred

Responsibilities

• Deliver a personalized, high-touch client experience for Empower clients, supporting onboarding, planning, and investment strategy.
• Lead clients through planning milestones and campaign-driven outreach with your practice team.
• Strengthen client relationships through ongoing communications and proactive support.
• Identify planning opportunities from client conversations and data insights.
• Provide financial planning tailored to each client’s goals and collaborate with the team as needed.
• Support implementation and monitoring of investment strategies aligned with client objectives.

Skills

FINRA Series 7/63/65

Financial planning

Client relationship

Communication

MS Office

Sales experience

Education

Bachelor's degree in Business

CFP/CRPC preferred

Tools

Salesforce

NetX360

MS Office

Job description

Empower LLC is seeking a Wealth Advisor to deliver a high-touch client experience, focusing on onboarding, planning, and investment strategy for a premier client base. You will work with a dedicated team to drive personalized financial guidance and proactive relationship management.

The role requires 4+ years in financial services, FINRA registrations, and strong communication. A CFP/CRPC is preferred, with remote nationwide flexibility and competitive compensation.