Private Wealth Advisor (Private Client - Premier Brokerage)
Empower · Overland Park, Kansas, US
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 fl...
Job description
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 Private Wealth Advisor 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, you will help deliver a high-touch, highly personalized experience designed to support our clients. This role will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. This role will coordinate ongoing financial reviews, support the execution of planning campaigns, and help identi...