Remote Wealth Advisor & Planner for Premier Clients

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

Benefits offered by this job

Medical, dental, vision, and life

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Volunteer time off

Job summary

Empower LLC in the United States seeks a Financial Advisor & Planner to serve Empower Personal Wealth clients in Premier IRA and brokerage. You will be the primary contact for a client book ($100k–$250k AUM), delivering proactive planning and responsive service to help clients achieve goals.

Requirements include a bachelor’s degree in business or finance, 4+ years in financial services, knowledge of investment products, and current FINRA Series 7, 63, and 65 registrations with fingerprinting.

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 industry services.
• Proven track record in relationship management and customer satisfaction.
• Current FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required upon hire

Responsibilities

• Provide extremely high level of service to Empower Personal Wealth clients, retaining assets and growing through proactive communication.
• Manage relationships via phone and email; liaise with internal teams to serve clients.
• Discuss portfolios, markets, and economics; provide holistic financial planning.
• Collaborate with planning specialists on complex issues; coordinate with operations for admin tasks

Skills

Relationship management

Client service

Financial planning

Communication

Education

Bachelor’s degree in business/finance

Job description

Empower LLC in the United States seeks a Financial Advisor & Planner to serve Empower Personal Wealth clients in Premier IRA and brokerage. You will be the primary contact for a client book ($100k–$250k AUM), delivering proactive planning and responsive service to help clients achieve goals.

Requirements include a bachelor’s degree in business or finance, 4+ years in financial services, knowledge of investment products, and current FINRA Series 7, 63, and 65 registrations with fingerprinting.