Wealth Advisor (Wealth Management - Premier/Brokerage) - Remote
Job
Empower
Remote
$83,112 Salary, Full-Time
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Job Description
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, it will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve. What You Will Do Deliver a personalized, high-touch client experience for Empower clients, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy. Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience. Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist. Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations. Provide financial planning tailored to each client's unique goals—delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference. Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes. Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence. What You Will Bring Bachelor Degree in Business or related discipline or equivalent experience 4+ years related work experience in financial services and/or customer experience FINRA Series 7, 63, and 65 FINRA registrations required FINRA fingerprinting required Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills. Exceptional at delivering effective client consultations
- always composed, professional, and skilled at establishing trust and building long-term client relationships.
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
- What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings
- 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire
- including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs
- including paid parental leave, paid short
- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs)
- BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $68,900.00
- $97,325.
- Drug-free workplace We are an equal opportunity employer with a commitment to diversity.
- For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
- Job Posting End Date at 12:01 am on: 06-06-2026 Want the latest money news and views shaping how we live, work and play?
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