Empower Retirement, LLCHiring

Financial Advisor & Planner, Investment Services

  • Remote, worldwide
  • Mid-level
  • Posted yesterday
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In one line

Advise a set book of wealth clients with $100k to $250k in assets, mostly by phone and email, with no prospecting. Registrations Series 7, 63 and 65 required.

About the role

Suits someone who likes steady client contact and clear planning talk. Success is judged on client satisfaction, keeping assets, and how many clients take up other products.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, worldwide
Seniority
Mid-level
Skills
FINRA Series 7, Financial planning
Visa
No sponsorship
Posted
28 Oct 2026
Last checked
28 Oct 2026

What you will do

  • Look after a set group of wealth clients, keep their assets and bring in more through regular contact
  • Handle both planned and incoming calls and emails, and talk clients through portfolios and markets
  • Give planning help on savings, education and similar topics, and bring in specialists for complex cases

What they look for

  • A bachelor's degree or above in business, finance or a related subject
  • At least four years in financial services with a record of building client relationships
  • Current FINRA Series 7, 63 and 65 registrations, plus fingerprinting after hire
  • Good grasp of today's investment products and industry services

How Keywordise applies for you

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Claude

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Connector URL
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Muse

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Message for Muse
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Muse is available in the US only for now.

Prompt
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Questions about this job

Is this a remote job, and where can I work from?

Yes, it is listed as remote, and the posting does not tie it to one country.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a mid-level role. The posting asks for: a bachelor's degree or above in business, finance or a related subject; at least four years in financial services with a record of building client relationships; current FINRA Series 7, 63 and 65 registrations, plus fingerprinting after hire. Skills it names include FINRA Series 7, Financial planning.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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