Job Summary

• The role serves as a lead advisor within a dedicated client team to build lasting relationships with high net worth Empower clients.
• Candidates must provide holistic financial planning on subjects including retirement, tax optimization, and estate planning while retaining assets under management.
• The company offers generous benefits including up to 6% 401(k) matching, tuition reimbursement, and paid volunteer time.

Matching Summary

Salary

Base: $114,000.00 - $165,300.00; Bonus/Equity: Sales incentives and bonus plan available for sales positions; Benefits: Medical, dental, vision, life insurance, 401(k) match up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Key Requirements

• 10+ years related work experience in financial services
• FINRA Series 65 license required
• Bachelor's degree in business or equivalent
• FINRA fingerprinting required
• CFP certification strongly preferred

Work Rights