Premier Wealth Advisor - Personal Strategy
$96.1k - $135.7kEmpower Retirement
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 Premier Wealth Advisor will be an essential member of a dedicated client practice team serving Empower Private Clients with $5M or more in assets under management. In partnership with the Practice Lead and the Client Experience Specialist, the role will help deliver a high-touch, highly personalized experience designed to support the complex needs of high-net-worth and ultra-high-net-worth households.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 DoDeliver a personalized, high-touch client experience for Empower Private Clients, with a focus on those with $5M+ in assets under management, 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.Partner with Portfolio Management to support account customization, client requests, and relationship clearance.Participate in monthly audit reviews and collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.Attend and contribute to in-person client meetings as needed to build trust and deepen relationships between clients and the practice team.What You Will BringBachelor Degree in Business or related discipline or equivalent experience7+ years related work experience in financial services and client experienceFINRA Series 65 requiredFINRA fingerprinting requiredCFP strongly preferredSufficient 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.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 recordkeeping systems.***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 youWe 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 insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave 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$96,100.00 - $135,700.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Equal opportunity employer • Drug-free workplaceWe 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, 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. ***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. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other 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.***Job Posting End Date at 12:01 am on:10-24-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.SummaryLocation: KS Overland ParkType: Full time
$96.1k - $135.7k
...financial freedom. Empower Yourself.The Premier Wealth Advisor will be an essential member of a... ...will help deliver a high-touch, highly personalized experience designed to support the complex... ..., financial planning, and investment strategy.Lead clients through key planning...Personal16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...risk protection, financial security, and wealth creation; analyzing needs; and... ...initial contacts. Contacts and secures in-person appointments with prospective and existing... ...information obtained from clients to determine strategies for meeting clients' financial...PersonalWork at officeLocal area
$1,000 per month
...our culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation.QualificationsAre... ...tailored approach includes multiple financial strategies—insurance, investments, and annuities—...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services... ...and work with some of the best Come join a team that feels personal even though it's over 54,000 strong. As a Global Cloud Elite and...PersonalWork experience placementLive inWork at officeLocal area
- ...clients and 20,000 financial advisors across the U.S. and Canada,... ...Demand for human-delivered, personalized financial advice has never been... ...personalized financial strategies and exceptional client service... ...services, investment advisory or wealth management ~ CFP® (...PersonalFull timeTemporary workFlexible hours
- Empower Retirement, LLC seeks a Premier Wealth Advisor to join a dedicated client practice for Empower Private... ...assets. You will deliver a high-touch, personalized experience guiding complex financial planning and investment strategy in partnership with your team....
- ...more resilient.Our Finance AI and Data Strategy practitioners work to create and execute... ...relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into... ...equal employment opportunities for persons with disabilities or religious observances...Work experience placementLive inWork at officeLocal area
$20 - $24.5 per hour
Summary Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being... ...effective relationship management and consistent execution of sales strategies. Identify client financial needs and provide tailored...PersonalHourly payFull timeTemporary work$1,000 per month
...base Develop and execute on a business strategy Call on potential clients and set... ...our culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...PersonalFull timeInternshipLocal areaFlexible hours$20 - $24.5 per hour
Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence... ...relationship management and consistent execution of sales strategies. Identify client financial needs and provide tailored...PersonalHourly payFull timeTemporary workPart timeWork at office$20 - $24.5 per hour
Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence... ...relationship management and consistent execution of sales strategies. Identify client financial needs and provide tailored...PersonalHourly payFull timeTemporary workPart timeWork at office- ...will be able to communicate a positive, consistent message of strategy and growth to all levels of the organization. What You Can Expect... ...include: Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave Competitive...PersonalWork experience placementWork at officeFlexible hours
- ...We are seeking an experienced Wealth Advisor to provide comprehensive financial planning... ...tailored investment solutions within a personalized, concierge client experience. This role... ...to develop and implement customized strategies that help clients achieve their long-term...
- ...and multigenerational families — and the advisors who serve them — exactly where they are.... ...Role Certuity is seeking exceptional wealth advisors who have built a $100M book and... ...sophisticated, fully customized wealth strategies and planning for founders, executives, and...Work at officeRemote workFlexible hours
$70k - $92.5k
...competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor... ...a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified...Personal16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hours$1,000 per month
...our culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation.QualificationsAre... ...tailored approach includes multiple financial strategies—insurance, investments, and annuities—...PersonalFull timeFor contractorsInternshipLocal areaFlexible hours- ...Job Description: Job Title: Financial Advisor Location: Overland Park, KS Employment Type : Full-Time About Capitol... ...products, the market and the economy. Develops and maintains a personal marketing plan to identify target markets, prospect new...PersonalFull timeFlexible hours
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 19... ...term career. What you'll do: As the personal coach to our Nation's military families,... ...includes: Savings/banking Investments/wealth management Insurance/risk management...PersonalHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Financial Advisor This role can be hybrid remote depending on... ...location. Company: Eagle Strategies Build More Than a Book... ...practice that reflects your personal brand and philosophy. What... ...pillars: Cash Flow & Wealth Management Retirement Planning...PersonalFull timeContract workFor contractorsWork at officeRemote work
- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you... ...At Equitable Advisors, a leader in the wealth management industry, we embrace the power... ...Flexible schedule to maximize productivity and personal time Location: Working outside the...PersonalWork experience placementLocal areaRemote workFlexible hours
- ...dealer that supports and grows wealth management programs on bank... ...results-driven Financial Advisor to join us. If you're passionate... ...our members by providing personalized financial advice and... ...needs, and wealth management strategies. Develop personalized plans...PersonalFull timeContract workWork at officeRemote workMonday to Friday
$45k - $100k
...million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...goals: retirement, building wealth, estate strategies, funding education and more. As a financial... ...flexibility that you need to balance your personal and professional lives - the best of...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$87.4k - $123.4k
...supporting large and mega-sized institutional clients * Conduct personalized, needs-based financial planning consultations to assess... ...guidance on retirement planning, investment allocation, savings strategies, rollovers, health savings accounts (HSAs), distribution...Personal16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$124k - $280k
...improvements, and serve as a strategic advisor through complex situations, using sound... ...selection, configuration planning, testing strategy, and deployment support for business... ...dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view...PersonalFull timeH1b- ...Description Personal Banker Job Summary At OMB, Personal Bankers are a key point of contact for customers, ensuring high-quality service and efficient banking operations. Duties will include opening all types of deposit accounts (checking, savings, certificates...PersonalFull timeMonday to Friday
- ...Hours: Hours vary between 7:00am - 7:00pm Monday-Friday; 8:00am-1:00pm Saturday Role: Personal Bankers assist existing and potential bank customers with products and services. This key sales and service role generates new business and strengthens household relationships...PersonalWork at officeLocal areaMonday to FridayShift workAfternoon shift
- Ameriprise Financial Services, LLC. is seeking a motivated individual to partner with an experienced advisor and build a personal client book in Overland Park, KS. You will help shape clients' financial futures by developing ongoing planning relationships and new leads...PersonalTraineeship
$20.55 - $25.05 per hour
...Compensation Range Hourly: $20.55 - $25.05 (Amount based on relevant experience, skills, and competencies.) About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal...PersonalHourly payFull timeLocal areaMonday to FridayShift work- ## Personal BankerApply: KS - Overland Park: Full time: Posted Today: R236529# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers...PersonalFull timeTemporary workPart timeWork experience placementWork at office
$21 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...PersonalLocal areaFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Premier Wealth Advisor - Personal Strategy. Be the first to apply!
- financial counselor Overland Park, KS
- junior oracle financial functional consultant Overland Park, KS
- associate corporate finance Overland Park, KS
- financial advisor associate Overland Park, KS
- financial consultant Overland Park, KS
- financial advisor training program Overland Park, KS
- estate planning consultant Overland Park, KS
- financial planning administrator Overland Park, KS
- associate leveraged finance Overland Park, KS
- project finance associate Overland Park, KS




