[Remote] Private Wealth Advisor (Private Client - Personal Strategy) - Seattle region at Empower

Seattle, Washington, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Bachelor Degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
FINRA Series 65 required
FINRA fingerprinting required
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills
Strong interpersonal skills
Detail oriented
Able to manage many time-sensitive tasks simultaneously
Proactive self-starter
Strong situational awareness and contextual thinking
Strong organizational and presentation skills
Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
Lives in the greater Seattle area and is excited to meet with clients in person, when needed

Responsibilities

Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education
Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones
Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients
Identify and drive planning opportunities and coordinate financial planning information gathering
Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team
Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments
Assist with monthly audit reviews in collaboration with various EPW stakeholders
Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests
Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base

Skills

Key technologies and capabilities for this role

financial planningrelationship managementstrategic planningclient servicingfinancial reviewswealth management

Questions & Answers

Common questions about this position

Is this role remote or does it require in-person work?

The ideal candidate lives in the greater Seattle area and is excited to meet with clients in person when needed, indicating a hybrid arrangement with local presence required.

What skills are required for the Private Wealth Advisor role?

Key skills include strong financial acumen, detail-oriented and proactive approach, deep curiosity, client relationship management, financial planning and analysis, and investment management expertise.

What is the company culture like at Empower?

Empower offers a flexible work environment with fluid career paths, celebrates internal mobility, emphasizes purpose, well-being, work-life balance, and creates a welcoming and inclusive environment with volunteering opportunities.

What does the team structure look like for this position?

The role is part of a dedicated client practice team, partnering with the Practice Lead and Client Experience Specialist to deliver high-touch client experiences.

What makes a strong candidate for this Private Wealth Advisor position?

A strong candidate lives in the greater Seattle area, is detail-oriented and proactive with deep curiosity and strong financial acumen, and is committed to delivering personalized client experiences focused on financial planning and investment strategies.

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

Land your dream remote job 3x faster with AI

Try Jobo Free