Empower Retirement, LLCHiring

Private Wealth Advisor (Private Client - Personal Strategy)

  • Remote, United States
  • Senior
  • Posted 7 days ago
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In one line

Private Wealth Advisor (Private Client - Personal Strategy) is a senior remote role in the United States at a financial services firm.

About the role

Works alongside a practice lead and a client experience specialist to give wealthy clients a personal, hands-on service. Suits an advisor who is organized, curious about markets and happy to run reviews and planning conversations.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Senior
Skills
Financial planning, Investment management, Estate planning, FINRA Series 65
Posted
28 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Run client onboarding, financial planning and investor education conversations
  • Manage outreach campaigns and financial planning milestones
  • Grow long-term client relationships with the advisory team
  • Recommend, implement and review investment strategies that match client goals
  • Help with monthly audit reviews and coordinate with portfolio management on customization

What they look for

  • Bachelor degree in business or a related field, or equivalent experience
  • 5 or more years in financial services and client experience
  • FINRA Series 65
  • Strong written and verbal communication

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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Questions about this job

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

Yes. The posting lists Private Wealth Advisor (Private Client - Personal Strategy) as a remote role for candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a senior role. The posting asks for: bachelor degree in business or a related field, or equivalent experience; 5 or more years in financial services and client experience; FINRA Series 65. Skills it names include Financial planning, Investment management, Estate planning, FINRA Series 65.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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