The Wealth Advisor will deliver a high-touch, personalized client experience focused on relationship management and strategic financial planning
Job Summary
The Wealth Advisor will deliver a high-touch, personalized client experience focused on relationship management and strategic financial planning.
Empower Geographics Inc offers diverse benefits including medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, and generous paid time off.
The company fosters an inclusive culture with business resource groups and encourages internal mobility while supporting work-life balance.
Matching Summary
The Wealth Advisor will deliver a high-touch, personalized client experience focused on relationship management and strategic financial planning.
Salary
Base: $65,600.00 - $92,675.00; Bonus/Equity: Sales incentives and bonus plans possible; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement, paid time off
Skills & Requirements
Must-have
Client relationship management
Financial planning and analysis
Investment management strategies
Proficient with Microsoft Office and Salesforce
Remote work with reliable high-speed internet
Detail-oriented and proactive advisor
Nice-to-have
Strong interpersonal and communication skills
Commitment to diversity and inclusion
Ability to manage multiple client needs
Collaborative team environment
Flexible work environment and fluid career paths
Key Requirements
Bachelor Degree in Business or related discipline
4+ years financial services experience
FINRA Series 65 license required
FINRA fingerprinting required
Authorized to work in the U.S. without sponsorship