Financial Advisor – Investment Services

Empower

. Assist Empower Personal Wealth investment clients with financial matters, particularly Premier account and brokerage account clients .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSenior💰 $59,700 - $84,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services with a focus on relationship management, client satisfaction, and comprehensive financial planning. Proficient in investment products and capable of providing high-level service to clients while collaborating with internal teams.

Highest-signal resume keywords

Bachelor’s Degree In Business, Finance, Or Related FieldFINRA Series 7, 63, And 65 Registrations4+ Years Financial Services ExperienceHigh-Level Knowledge Of Current Investment ProductsExceptional Verbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Products KnowledgeRelationship ManagementPerformance Goal AchievementPortfolio Analysis

Soft Skills

Interpersonal SkillsTeam-OrientedOrganizational SkillsCommunication SkillsCollaboration

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65

Industry Keywords

Investment ServicesClient SatisfactionAssets Under ManagementRetirement PlanningSavings Strategies

About the role

Key responsibilities & impact

Assist Empower Personal Wealth investment clients with financial matters, particularly Premier account and brokerage account clients
Serve as primary point of contact for an assigned book of Investment Services clients with individual client AUM of $100k–$250k
Provide high-level service to retain assets under management and garner additional assets through communication, education, and responsiveness
Provide proactive and reactive relationship management via phone and email
Act as liaison between clients and internal groups/departments
Discuss portfolio, market, and economic topics
Provide holistic financial planning on retirement planning, savings strategies, education planning, and related subjects
Collaborate with financial planning specialists on complex planning issues and comprehensive financial plans
Coordinate with operational teams on client-related administrative issues
Drive client satisfaction, retention, and enrollment in additional financial products

Requirements

What you’ll need

Bachelor’s degree or higher in business, finance, or related field
4+ years financial services experience with a proven track record of successful relationship building in a business setting
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
2–4 years of experience demonstrating the ability to reach set performance goals
Exceptional verbal and written communication skills
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.; employment visa sponsorship is unavailable, including CPT/OPT
Reliable high-speed internet with a wired connection and a minimally disruptive home workspace for remote work

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions up to 6%
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with the option to wear jeans
Generous paid time off upon hire
Ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups open to all
Flexible work environment
Reliable high-speed internet and necessary computer equipment provided for remote and hybrid positions