Wealth Advisor (Wealth Management - Premier/Brokerage) - Remote

Role Overview 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 encourage and celebrate internal mobility and 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. The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. Responsibilities 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. Qualifications Bachelor’s Degree in Business or related discipline or equivalent experience. 4+ years of related work experience in financial services and/or customer experience. FINRA Series 7, 63, and 65 registrations required and 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; proactive self-starter; strong situational awareness and contextual thinking; 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. Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients. Proficient in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and record-keeping systems. What Will Set You Apart CFP, CRPC, or preferred certifications. Prior experience as a high-performing Financial Advisor & Planner, serving Premier/Brokerage clients. Benefits Medical, dental, vision and life insurance. Retirement savings – 401(k) plan with generous company matching contributions (up to 6%). Financial advisory services and potential company discretionary contribution. Broad investment lineup. Tuition reimbursement up to 5,250 per year. Business-casual environment with 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 – paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) – facilitating inclusion and collaboration across the business and communities. Remote and Hybrid Positions Remote and Hybrid Positions: You will be required to provide reliable high-speed internet with a wired connection and a suitable workplace in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Equal Opportunity Employer We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Drug-free workplace. #J-18808-Ljbffr Empower Retirement, LLC