Senior Financial Advisor & Planner - Wealth Management / Personal Strategy

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.

We are currently interviewing to hire for a potential class to start November or December 2025.

The ideal candidates are located in MT or PT timezones and willing to work with clients from 9-5pm PT.

As a

Senior Financial Advisor & Planner , you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in

the Personal Strategy managed asset program .

This role acts as the quarterback & primary point of contact for a book of clients assigned

directly to you

(no prospecting) in the

mass affluent category (Individual Client AUM from $250k - $1m)

and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via

proactively

driving financial planning + guidance, being responsive / available to reactive client needs, and effectively communicating clients’

portfolio strategies .

Performance in this role is measured in a variety of ways,

including client satisfaction, client retention, share of wallet growth, and generating client referrals. Significant emphasis is placed on client retention & satisfaction.

What you will do

The ideal candidate will 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.

Comprehensive relationship management via phone conversations, email communication, and

in-person meetings . Client interaction is both proactive and reactive.

Act as liaison between clients & various internal groups / departments within Empower Personal Wealth to serve clients.

Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.

Effectively coordinate with operational teams for client-related administrative issues.

Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country.

What you will bring

FINRA Series 65 or equivalent

required

High-level knowledge of current investment products and industry services

Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics

Proven track record in relationship management and customer satisfaction

An ability to clearly explain the ‘Personal Strategy’ investment strategy to clients and hold portfolio, market, and economic discussions

Experience with managing a book of clients, focused on direct high-net worth client communication within the investment advisory field

College degree or extensive industry experience required

Must possess a clean U4 record.

FINRA fingerprinting required

What will set you apart

CFP preferred

The ability to thrive in a fast-paced, growing organization

The ability to compare and contrast the benefits and suitability of different investment options and products

Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment

Strong interpersonal skills, team-oriented, and collaborative

• 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.

#PJPW

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

$64,300.00 - $90,850.00 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.

Job Posting End Date at 12 : 01 am on :

11-17-2025

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Workplace Flexibility :

Remote - Must reside within territory