Private Wealth Advisor (Private Client - Personal Strategy)- Seattle region

Our vision for the future is based on the

idea that transforming financial lives starts by giving our people

the freedom to transform their own. We have a flexible work

environment, and fluid career paths. We not only encourage but

celebrate internal mobility. We also recognize the importance of

purpose, well-being, and work-life balance. Within Empower and our

communities, we work hard to create a welcoming and inclusive

environment, and our associates dedicate thousands of hours to

volunteering for causes that matter most to

them.

Chart your own path and grow your career

while helping more customers achieve financial freedom. Empower

Yourself.

The Ideal candidate lives in

the greater Seattle area and is excited to meet with clients in

person, when needed.

The Private Wealth

Advisor (Private Client - Personal Strategy) will be an essential

member of a dedicated client practice team servicing Empower

clients.

In partnership with the Practice Lead

and the Client Experience Specialist, this role will help deliver a

high-touch, highly personalized experience designed to support our

clients. Responsibilities will focus on relationship management and

delivering thoughtful, strategic planning conversations within your

area of expertise. 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.

This role is

designed for a detail-oriented and proactive advisor who brings

deep curiosity, strong financial acumen, and a commitment to

delivering an experience that is Easy, Personal, and

Enlightening—an essential part of our mission to empower financial

freedom for all and our vision to transform financial lives through

advice, people, and technology. This is an opportunity to play a

key role in delivering a first-class client experience and to make

a meaningful impact on the financial lives of the clients we serve.

What You Will

Do

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.

What You Will

Bring

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, and 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

Proven ability to navigate

multiple client needs, deliver on multi-product goals, and analyze

and present investment portfolios to

clients

Proficient in or ability to quickly

learn : Microsoft Word, Excel, Outlook, PowerPoint, Salesforce,

NetX360, and other proprietary and recordkeeping

systems

What Will Set You

Apart

Prior experience as a

high performing Advisor & Planner in the Personal Strategy

solution

CFP

preferred

#pjpw

• Applicants

must be authorized to work for any employer in the U.S. We are

unable to sponsor or take over sponsorship of an employment visa at

this time, including

CPT / OPT.

What we offer

you

We offer an array of diverse and

inclusive benefits regardless of where you are in your career. We

believe that providing our employees with the means to lead healthy

balanced lives results in the best possible work

performance.

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.

Base Salary

Range

$85,600.00 -

$120,925.00

The salary range above shows the typical

minimum to maximum base salary range for this position in the

location listed. Non-sales positions have the opportunity to

participate in a bonus program. Sales positions are eligible for

sales incentives, and in some instances a bonus plan, whereby total

compensation may far exceed base salary depending on individual

performance. Actual compensation offered may vary from posted

hiring range based upon geographic location, work experience,

education, licensure requirements and / or skill level and will be

finalized at the time of offer.

Equal

opportunity employer

Drug-free workplace

We

are an equal opportunity employer with a commitment to diversity.

All individuals, regardless of personal characteristics, are

encouraged to apply. All qualified applicants will receive

consideration for employment without regard to age (40 and over),

race, color, national origin, ancestry, sex, sexual orientation,

gender, gender identity, gender expression, marital status,

pregnancy, religion, physical or mental disability, military or

veteran status, genetic information, or any other status protected

by applicable state or local law.

you will be required to provide reliable high-speed internet with a

wired connection as well as a place in your home to work with

limited disruption. You must have reliable connectivity from an

internet service provider that is fiber, cable or DSL internet.

Other necessary computer equipment, will be provided. You may be

required to work in the office if you do not have an adequate home

work environment and the required internet

connection.

Job Posting End Date at 12 : 01 am

on : 12-02-2025

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Workplace

Flexibility : Remote - Must reside within

territory