Remote Wealth Advisor: Personal Financial Planning

Empower Retirement, LLC; United States; On-site; USD 120,000 - 170,000; Full time

Job summary

Empower Retirement, LLC is seeking a full-time remote State Licensed Wealth Advisor to deliver personalized financial planning, manage client relationships, and coordinate ongoing financial reviews while collaborating with internal teams.

The role requires FINRA registrations and a strong background in wealth management and estate planning, with proficiency in MS Office and Salesforce. This position offers remote nationwide eligibility and a focus on delivering a high-touch client experience.

Qualifications

• Bachelor's degree in business or related field, or equivalent experience.
• 4+ years of relevant work experience in financial services or customer experience.
• FINRA Series 7, 63, and 65 registrations required.
• Strong knowledge of wealth management, financial planning, and estate planning.
• Proficient in Microsoft Office and familiar with Salesforce and other financial systems.

Responsibilities

• Deliver a high-touch client experience through proactive and reactive engagements related to onboarding and financial planning
• Lead clients through planning milestones and campaign-driven outreach, ensuring a seamless experience
• Identify planning opportunities and provide tailored financial guidance based on client goals and insights

Skills

Wealth management

Financial planning

Client relationship management

Salesforce

Microsoft Office

Estate planning

Education

Bachelor's degree in business or related discipline

Tools

Salesforce

Microsoft Office

Job description

Empower Retirement, LLC is seeking a full-time remote State Licensed Wealth Advisor to deliver personalized financial planning, manage client relationships, and coordinate ongoing financial reviews while collaborating with internal teams.

The role requires FINRA registrations and a strong background in wealth management and estate planning, with proficiency in MS Office and Salesforce. This position offers remote nationwide eligibility and a focus on delivering a high-touch client experience.