Private Wealth Advisor; Private Client - Personal Strategy - Boston 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 Boston 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 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.

• 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 an optimal experience by effectively managing 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.

• 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, NetX
  360, and other proprietary and record‑keeping systems.

liPrior experience as a high performing Advisor & Planner in the Personal Strategy solution.
• CFP preferred.

For remote and hybrid positions 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…