Remote Wealth Advisor: High-Touch Planning & Growth

Empower Retirement; Miami (FL); Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with company match

Tuition reimbursement

Job summary

Empower Retirement in the United States seeks a Private Wealth Advisor based in Miami or Orlando, FL. The role supports high-touch planning and relationship management for Empower clients, with remote work flexibility and in-person client meetings when needed.

Responsibilities include financial planning, investment reviews, and coordinating campaigns with the advisory team to deepen client relationships and wallet share. FINRA 65 and fingerprinting are required.

Qualifications

• 5+ years related work experience in financial services and client experience
• Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication skills, including presentation skills
• Track market trends, economic conditions, and regulatory changes impacting investments
• Must be authorized to work in the U.S. without sponsorship

Responsibilities

• Provide a best-in-class client experience through servicing onboarding, financial planning, and investor education
• Lead clients through an optimal experience by managing outreach campaigns and financial planning milestones
• Manage client relationships with advisory team to grow long-term relationships with valued clients
• Provide comprehensive financial planning services aligned to clients' goals
• Recommend, implement, and review investment strategies
• Track market trends and regulatory changes impacting investments
• Assist with monthly audit reviews with internal stakeholders
• Collaborate with Portfolio Management to drive relationship clearance and accommodate client requests

Skills

Client relationship management

Financial acumen

Communication skills

Detail oriented

Self-starter

Trust building

FINRA Series 65

FINRA fingerprinting

Education

Bachelor degree in Business or related discipline

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower Retirement in the United States seeks a Private Wealth Advisor based in Miami or Orlando, FL. The role supports high-touch planning and relationship management for Empower clients, with remote work flexibility and in-person client meetings when needed.

Responsibilities include financial planning, investment reviews, and coordinating campaigns with the advisory team to deepen client relationships and wallet share. FINRA 65 and fingerprinting are required.