Empower

Financial Advisor – Personal Strategy

Empower

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $59,700 - $84,300 per year

About the role

  • Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
  • Take the lead on comprehensive relationship management via phone conversations, email communication, and in-person meetings
  • Act as a liaison between clients and Empower's Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions
  • Deliver client education on investment philosophy and capital market functionality
  • Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning
  • Work with the Financial Planning Specialist Team, who assist clients & advisors with more complex planning issues
  • Coordinate with the Operations Team on client-related administrative issues

Requirements

  • Bachelor's degree or extensive industry experience required
  • Experience with direct high-net worth client communication within the investment advisory field
  • High-level knowledge of current investment products and industry services
  • Proven track record in relationship management and customer satisfaction
  • FINRA Series 65 required
  • CFP® preferred
  • The ability to compare and contrast the benefits and suitability of different investment options and products
  • Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
  • Strong interpersonal skills, team-oriented, and collaborative
  • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
Benefits
  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningretirement planningsavings strategyeducation planninginvestment productsinvestment strategyportfolio managementcapital market functionalityrelationship managementcustomer satisfaction
Soft Skills
communicationinterpersonal skillsorganizational skillsmulti-taskingteam-orientedcollaborativeresponsivenessproactive educationleadershipclient education
Certifications
Bachelor's degreeFINRA Series 65CFP®