Financial Advisor – Personal Strategy
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Job Description
Financial Advisor assisting Empower's Personal Wealth investment clients with comprehensive financial planning and investment strategy. Acting as a liaison between clients and the investment committee for effective portfolio management.
Responsibilities:
- 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
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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.
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