Client Experience Specialist - Wealth Management/private Client

Empower

Base: $55,300.00 - $76,075.00; bonus/equity: non-s...
Hybrid
Finra series 65 registration required
Bachelor's degree in business or related discipline
2+ years financial services client experience
The Client Experience Specialist acts as a liaison between Empower and clients to deliver exceptional service and maintain strong relationships

Job Summary

  • The Client Experience Specialist acts as a liaison between Empower and clients to deliver exceptional service and maintain strong relationships.
  • This role offers the opportunity to work with high-value advisory clients ranging from $250k to $5MM in AUM while supporting internal mobility.
  • Employees receive comprehensive benefits including medical, dental, vision, life insurance, a 401(k) match up to 6%, and paid volunteer time.

Matching Summary

The Client Experience Specialist acts as a liaison between Empower and clients to deliver exceptional service and maintain strong relationships.

Salary

Base: $55,300.00 - $76,075.00; Bonus/Equity: Non-sales positions eligible for bonus program; Benefits: Medical, dental, vision, 401(k) match up to 6%

Skills & Requirements

Must-have

  • FINRA Series 65 registration required
  • Bachelor's degree in Business or related discipline
  • 2+ years financial services client experience

Nice-to-have

  • Experience in brokerage trading and trade approval
  • Desire to attain CFP or CRPC qualifications
  • Proficient in Salesforce and NetX360 systems

Key Requirements

  • Current FINRA Series 65 registration
  • Bachelor's degree in Business or equivalent
  • Authorized to work for any employer in the U.S.

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter