Private Wealth Advisor (private Client - Premier Brokerage)

Empower Geographics Inc

Base: $87,400 - $123,400; bonus/equity: sales ince...
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5+ years financial services experience
Finra series 7, 63, and 65 licenses
Strong client relationship management skills
** Empower Geographics Inc is seeking a Private Wealth Advisor to join their client practice team, focusing on delivering personalized financial planning and relationship management for elite clients. The role emphasizes a proactive approach to client engagement, requiring strong financial acumen and excellent communication skills in a flexible work environment that promotes work-life balance. **

Job Summary

  • The role focuses on delivering a high-touch, personalized client experience while supporting proactive and reactive engagements.
  • Employees are encouraged to celebrate internal mobility and work in a flexible environment that values purpose and well-being.
  • The position offers a base salary range of $87,400 to $123,400 with potential for sales incentives and generous benefits including 401(k) matching.

Matching Summary

Match Score: 75

** Empower Geographics Inc is seeking a Private Wealth Advisor to join their client practice team, focusing on delivering personalized financial planning and relationship management for elite clients. The role emphasizes a proactive approach to client engagement, requiring strong financial acumen and excellent communication skills in a flexible work environment that promotes work-life balance. **

Salary

Base: $87,400 - $123,400; Bonus/Equity: Sales incentives and bonus plan available; 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 7, 63, and 65 licenses
  • Strong client relationship management skills
  • Deep knowledge of wealth management strategies
  • Proficiency in Salesforce and NetX360

Nice-to-have

  • CFP certification preferred
  • Experience in Premier Brokerage space
  • Proven ability to expand wallet share
  • High-performing advisor background

Key Requirements

  • Bachelor's degree in business or related discipline
  • FINRA Series 7, 63, and 65 registrations required
  • Authorized to work in the U.S. without sponsorship
  • Fingerprinting required by FINRA

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter