Financial Planning and Analysis

• Provide an extremely high level of service to our Empower Personal Wealth clients
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
• Comprehensive relationship management via phone conversations, and email communication
• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
• Provide clients with holistic financial planning on a large variety of subjects
• Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
• Effectively coordinate with operational teams for client-related administrative issues
• Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires

Senior Financial Advisor – Wealth Management, Premier/Brokerage

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments

Operations Finance Analyst II

Engineering Manager – Finance

Senior Financial Analyst – Corporate FP&A