Private Wealth Advisor (private Client - Personal Strategy) - Central Ohio

Empower Geographics Inc

Central Ohio, United States
Base: $87,400.00 - $123,400.00; bonus/equity: sale...
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5+ years financial services experience
Finra series 65 license required
Bachelor degree in business or related field
** Empower Geographics Inc. is seeking a Private Wealth Advisor for their Central Ohio location, focusing on providing personalized financial strategies to clients. The role emphasizes relationship management, financial planning, and investment management, within a flexible and inclusive work environment. **

Job Summary

  • The role focuses on delivering a high-touch, personalized client experience through relationship management and strategic planning conversations.
  • Candidates will coordinate ongoing financial reviews, support planning campaigns, and identify opportunities to deepen relationships with an elite client base.
  • The company offers a flexible work environment with generous benefits including up to 6% 401(k) matching, tuition reimbursement, and paid volunteer time.

Matching Summary

Match Score: 75

** Empower Geographics Inc. is seeking a Private Wealth Advisor for their Central Ohio location, focusing on providing personalized financial strategies to clients. The role emphasizes relationship management, financial planning, and investment management, within a flexible and inclusive work environment. **

Salary

Base: $87,400.00 - $123,400.00; Bonus/Equity: Sales incentives or bonus plan available depending on performance; Benefits: Medical, dental, vision, life insurance, 401(k) match up to 6%, tuition reimbursement

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • FINRA Series 65 license required
  • Bachelor degree in Business or related field
  • Strong financial planning and analysis skills
  • Investment management and strategy expertise

Nice-to-have

  • CFP certification preferred
  • Prior Personal Strategy solution experience
  • Deep curiosity and proactive mindset
  • Excellent verbal and written communication
  • Commitment to work-life balance

Key Requirements

  • FINRA Series 65 required
  • FINRA fingerprinting required
  • 5+ years related work experience
  • Bachelor 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