Financial Advisor – Investment Services

Empower

Financial Advisor & Planner working with Empower’s Personal Wealth investment clients. Providing high-quality financial planning and relationship management for a wide range of financial subjects.

Posted 5/14/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $59,700 - $84,300 per yearWebsite

About the role

Key responsibilities & impact

Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
Act as liaison between clients & various internal groups/departments to serve clients
Discuss portfolio, market, and economic discussions
Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning
Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
Effectively coordinate with operational teams for client-related administrative issues

Requirements

What you’ll need

Bachelor’s degree or higher in business, finance, or related field
High-level knowledge of current investment products and industry services
Proven track record in relationship management and customer satisfaction
CURRENT FINRA Series 7, 63, and 65 registrations required
FINRA fingerprinting required upon hire

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningretirement planningsavings strategiesinvestment productsrelationship managementcustomer satisfaction

Soft Skills

communicationproactive educationresponsivenesscollaborationcoordination

Certifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA fingerprinting