Private Wealth Advisor (private Client - Premier Brokerage)

Empower

Base: $87,400.00 - $123,400.00; bonus/equity: sale...
Hybrid
5+ years financial services experience
Finra series 7, 63, and 65 licenses
Deep knowledge of wealth management strategies
Empower is seeking a Private Wealth Advisor to join their client practice team in a hybrid work environment. The role focuses on delivering personalized financial planning and relationship management to an elite client base, while promoting a culture of flexibility, purpose, and inclusion

Job Summary

  • The role focuses on delivering a high-touch, highly personalized client experience designed to support elite clients in achieving financial freedom.
  • Employees are encouraged to celebrate internal mobility within a flexible work environment that values purpose, well-being, and work-life balance.
  • The company offers comprehensive benefits including medical, dental, vision, life insurance, a 401(k) match up to 6%, and 16 hours of paid volunteer time annually.

Matching Summary

Match Score: 85

Empower is seeking a Private Wealth Advisor to join their client practice team in a hybrid work environment. The role focuses on delivering personalized financial planning and relationship management to an elite client base, while promoting a culture of flexibility, purpose, and inclusion.

Salary

Base: $87,400.00 - $123,400.00; Bonus/Equity: Sales incentives and bonus plans eligible; Benefits: Medical, dental, vision, 401(k) match up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • FINRA Series 7, 63, and 65 licenses
  • Deep knowledge of wealth management strategies
  • Strong verbal and written communication skills
  • Proficiency in Salesforce and NetX360 systems

Nice-to-have

  • CFP certification preferred
  • Experience in Premier Brokerage space
  • Proactive self-starter with situational awareness
  • Commitment to work-life balance and volunteering
  • Ability to navigate complex client needs

Key Requirements

  • Bachelor's degree in business or related discipline
  • FINRA Series 7, 63, and 65 registrations required
  • Authorized to work for any employer in the U.S.
  • No visa sponsorship available (CPT/OPT not supported)
  • Fingerprinting required by FINRA

Work Rights

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

Tailored Resume

Cover Letter