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

Seattle, Washington, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

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
Pro-active self-starter
Strong situational awareness and contextual thinking
Strong organizational and presentation skills

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

Skills

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.

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