Financial Advisor, Planner – Investor Services
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Job Description
Financial Advisor & Planner assisting Empower's Personal Wealth investment clients with financial issues and guidance. Driving financial planning and client satisfaction for personalized wealth management.
Responsibilities:
- Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
- Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
- Act as liaison between clients & various internal groups/departments to serve clients
- Discuss portfolio, market, and economic discussions
- Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning
- Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
- Effectively coordinate with operational teams for client-related administrative issues
Requirements:
- Bachelor’s degree or higher in business, finance, or related field
- FINRA Series 7, 63, and 65 registrations required
- FINRA fingerprinting required upon hire
- High-level knowledge of current investment products and industry services
- Exceptional verbal and written communication skills
- Proven track record in relationship management and customer satisfaction
- 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.
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