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Empower Geographics Inc is seeking a Private Wealth Advisor for the Midatlantic region, emphasizing relationship management and personalized client financial strategies. The role offers a hybrid work environment, focusing on delivering exceptional client experiences and financial planning services while promoting an inclusive company culture.
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Job Summary
The role focuses on delivering a high-touch, highly personalized client experience through strategic planning conversations and relationship management.
Candidates will coordinate ongoing financial reviews, identify opportunities to deepen relationships, and expand wallet share within an elite client base.
The company offers generous benefits including up to 6% 401(k) matching, tuition reimbursement, and paid volunteer time.
Matching Summary
Match Score: 75
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Empower Geographics Inc is seeking a Private Wealth Advisor for the Midatlantic region, emphasizing relationship management and personalized client financial strategies. The role offers a hybrid work environment, focusing on delivering exceptional client experiences and financial planning services while promoting an inclusive company culture.
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Salary
Base: $100,500.00 - $141,900.00; Bonus/Equity: Sales incentives and bonus plan available; Benefits: Medical, dental, vision, life insurance, 401(k) match up to 6%
Skills & Requirements
Must-have
5+ years financial services experience
FINRA Series 65 license required
Bachelor degree in Business or related field
Strong verbal and written communication skills
Proficiency with Salesforce and NetX360
Nice-to-have
CFP certification preferred
Prior Personal Strategy solution experience
Deep curiosity and proactive mindset
Experience with tax and estate planning
Commitment to work-life balance
Key Requirements
FINRA Series 65 required
5+ years related work experience
Bachelor Degree in Business or equivalent
Authorized to work for any employer in the U.S.
Fingerprinting required
Work Rights
Must be authorized to work for any employer in the U.S.