About this role
Private Wealth Advisor (Private Client - Personal Strategy) at Empower. Location: Dallas or Houston. Role: managing relationships, providing planning, recommending investments Requirements: Bachelor's degree or equivalent, 5+ years financial services experience, Series 65 and FINRA fingerprinting required, CPR: none. Proficiency with Microsoft Office, Salesforce, NetX360; CFP preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce, NetX360 Certifications: series 65, fingerprinting, cfp Commitment: Full Time Workplace: Remote Languages: English