Private Wealth Advisor – Personal Strategy

Empower

. Provide a best-in-class client experience through proactive and reactive client engagements related to client onboarding, financial planning, and investor education .

Posted 10/27/2026full-timeRemote • Texas • United StatesMid-LevelSenior💰 $87,400 - $123,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment strategy implementation, and client relationship management, with a strong focus on delivering tailored solutions that meet individual client needs. Proficient in navigating complex financial landscapes and regulatory environments while maintaining exceptional communication and organizational skills.

Highest-signal resume keywords

FINRA Series 65Financial PlanningWealth Management StrategiesClient Relationship ManagementMicrosoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Strategy ImplementationTax OptimizationEstate PlanningPortfolio Analysis

Soft Skills

Excellent Communication SkillsStrong Interpersonal SkillsDetail OrientedOrganizational SkillsProactive Self-Starter

Tools & Technologies

SalesforceNetX360Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

FINRA Series 65CFP

Industry Keywords

Client ExperienceFinancial ServicesWealth ManagementInvestment PortfoliosMarket Trends

About the role

Key responsibilities & impact

Provide a best-in-class client experience through proactive and reactive client engagements related to client onboarding, financial planning, and investor education
Lead clients through optimal experiences by effectively managing outreach campaigns and financial planning milestones
Collaborate with the 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
Provide comprehensive financial planning services tailored to clients’ individual needs and goals
Present planning deliverables individually or alongside the advisory team
Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives
Monitor 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
Meet with clients in the Dallas, Texas area

Requirements

What you’ll need

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 with strong situational awareness, contextual thinking, organizational and presentation skills
Exceptional at delivering effective client consultations and establishing trust and 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 able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT
CFP preferred
Must reside within the Dallas territory

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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Non-sales positions have the opportunity to participate in a bonus program
Reliable high-speed internet with a wired connection and a home workspace required for remote and hybrid positions
Other necessary computer equipment will be provided