Private Wealth Advisor (Private Client - Premier Brokerage)

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, recognize the importance of purpose, well-being, and work-life balance, and foster a welcoming and inclusive environment. Our associates dedicate thousands of hours to volunteering for causes that matter most to them.

About the role

The Private 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, you will help deliver a high-touch, highly personalized experience designed to support our clients. This role focuses on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. You will 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. The Private Wealth Advisor is a key role in delivering a first-class client experience and making a meaningful impact on the financial lives of the clients we serve.

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.

Requirements

• Bachelor’s degree in business or related discipline or equivalent experience.
• 5+ years related work experience in financial services and client 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; proactive self-starter with strong situational awareness, contextual thinking, 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.

Qualifications

CFP preferred.

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.

Benefits

• 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)—facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work, and play. BRGs are open to all.

Pay

Base Salary Range $87,400.00 - $123,400.00

The 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.

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. 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.