Remote Wealth Advisor - Elite Client Planning

Empower; United States; Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement

Paid time off

Job summary

Empower is seeking a Wealth Advisor to join a dedicated client practice team. You will deliver a high-touch planning experience, coordinate ongoing reviews, and work with the Practice Lead and Client Experience Specialist to deepen client relationships.

Ideal candidates bring deep financial acumen, strong communication, and FINRA registrations. This role offers a comprehensive benefits package and opportunities to grow within a flexible, inclusive environment.

Qualifications

• Bachelor degree in Business or related field or equivalent experience.
• 4+ years in financial services or customer experience.
• FINRA Series 7, 63 and 65 registrations required.
• FINRA fingerprinting required.
• Strong knowledge of wealth management, tax optimization, and estate planning.
• Excellent verbal and written communication; detail oriented; able to manage multiple tasks.

Responsibilities

• Deliver a personalized, high-touch client experience for Empower clients.
• Lead clients through planning milestones and outreach with the practice team.
• Strengthen relationships through ongoing communications and proactive service.
• Identify planning opportunities from client conversations and data insights.
• Provide financial planning tailored to client goals, independently or with the team.
• Support investment strategy implementation and monitor market developments.
• Collaborate with internal stakeholders to ensure compliance and operational excellence.

Skills

Communication

Relationship management

Client consultations

Attention to detail

Time management

Education

Bachelor's degree in Business or related discipline

Tools

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower is seeking a Wealth Advisor to join a dedicated client practice team. You will deliver a high-touch planning experience, coordinate ongoing reviews, and work with the Practice Lead and Client Experience Specialist to deepen client relationships.

Ideal candidates bring deep financial acumen, strong communication, and FINRA registrations. This role offers a comprehensive benefits package and opportunities to grow within a flexible, inclusive environment.