Wealth Advisor

Empowercommunitycare

Southern California, USA
Base: $78,800.00 - $111,275.00; bonus/equity: not ...
Hybrid
Client relationship management
Financial planning & analysis
Investment management
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

Job Summary

  • 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.
  • The Wealth Advisor is an essential member of a dedicated client practice team servicing Empower clients who reside in Southern California.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

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.

Salary

Base: $78,800.00 - $111,275.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, life insurance, 401(k) with matching, tuition reimbursement, PTO, paid volunteer time, paid parental leave, disability leave

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning & analysis
  • Investment management
  • Client onboarding
  • Investor education
  • Proactive client engagements

Nice-to-have

  • Thrive in fast-paced environment
  • Situational awareness
  • Contextual thinking
  • Welcoming and inclusive environment

Key Requirements

  • 4+ years related work experience
  • FINRA Series 65 required
  • FINRA fingerprinting required
  • Bachelor degree or equivalent experience
  • Must be based in Southern California

Work Rights

Authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter