Premier Wealth Advisor – Personal Strategy

Empower

. Deliver a personalized, high-touch client experience for Empower Private Clients with $5M+ in assets under management .

Posted 10/9/2026full-timeRemote • Kansas • United StatesSeniorLead💰 $96,100 - $135,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering personalized financial planning and investment strategies for high-net-worth clients, with a strong focus on compliance, market analysis, and client relationship management. Proficient in utilizing financial services tools and methodologies to optimize client outcomes and ensure operational excellence.

Highest-signal resume keywords

FINRA Series 65CFP CertificationWealth Management StrategiesFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategyTax OptimizationEstate PlanningPortfolio AnalysisCompliance MonitoringData InsightsMarket AnalysisMulti-Product GoalsClient Onboarding

Soft Skills

Excellent Communication SkillsInterpersonal SkillsOrganizational SkillsPresentation SkillsSituational Awareness

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointSalesforceNetX360Proprietary Recordkeeping Systems

Certifications & Qualifications

FINRA Series 65CFP Certification

Industry Keywords

Financial ServicesClient ExperienceWealth ManagementInvestment StrategiesRegulatory Compliance

About the role

Key responsibilities & impact

Deliver a personalized, high-touch client experience for Empower Private Clients with $5M+ in assets under management
Support onboarding, financial planning, and investment strategy engagements
Lead clients through planning milestones and campaign-driven outreach
Manage ongoing communications and serve as a consistent point of contact
Identify planning opportunities using client conversations and data insights
Lead information gathering for timely recommendations
Provide tailored financial planning independently or with the practice team
Support implementation and monitoring of investment strategies aligned with client objectives and risk profiles
Monitor market developments, economic conditions, and regulatory changes
Partner with Portfolio Management on account customization, client requests, and relationship clearance
Participate in monthly audit reviews and collaborate with internal stakeholders to ensure compliance and operational excellence
Attend and contribute to in-person client meetings as needed

Requirements

What you’ll need

Bachelor Degree in Business or related discipline or equivalent experience
7+ years related work experience in financial services and client experience
FINRA Series 65 required
FINRA fingerprinting required
CFP strongly preferred
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills
Strong interpersonal, organizational, presentation, and situational-awareness skills
Ability to manage many time-sensitive tasks simultaneously
Proven ability to deliver multi-product goals and analyze and present investment portfolios to clients
Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary recordkeeping systems
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
Reliable high-speed internet with a wired connection and an adequately equipped home workspace

Benefits

Comp & perks

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) open to all
Bonus program opportunity for non-sales positions
Other necessary computer equipment provided
Flexible work environment and work-life balance support