Senior Wealth Advisor – Practice Lead, Wealth Management, Personal Strategy

🕒 Agosto 21

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $87.400 - $123.400 / ano

⏰ Tempo Integral

🟠 Sênior

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Empower

SiteLinkedInTodas as Vagas

10.000+ funcionários

💸 Finanças

💳 Fintech

👥 B2C

Finance • Fintech • B2C

A Empower é uma fornecedora líder de serviços financeiros focada em ajudar indivíduos e organizações a alcançar a liberdade financeira através do planejamento de aposentadoria e da gestão de investimentos. Atendendo a mais de 19 milhões de americanos, a Empower oferece um conjunto abrangente de serviços relacionados a finanças, incluindo planejamento inteligente e aconselhamento de investimento, além de ferramentas como o Empower Personal Dashboard™ para uma visão financeira completa. A empresa é renomada como uma das principais provedoras de planos de aposentadoria e trabalha de perto com investidores pessoais, poupadores de planos no local de trabalho, patrocinadores de planos e profissionais financeiros. A Empower também é reconhecida por suas iniciativas em Diversidade, Equidade, Inclusão e tem um compromisso social que fortalece o impacto na comunidade.

Descrição

• Serve as lead advisor within a dedicated client practice team alongside a Wealth Advisor and Client Experience Specialist • Build lasting relationships with a dedicated book of Empower clients • Provide first-in-class client service for onboarding, financial planning, and investor education • Manage client relationships proactively and reactively via phone, email, and virtual meetings • Retain assets under management and garner additional assets through communication, education, and responsiveness • Liaise between clients and internal groups/departments within Empower Personal Wealth • Explain the Personal Strategy investment strategy • Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives • Engage clients in portfolio, market, and economic discussions • Provide holistic financial planning covering retirement planning, income optimization, tax-advantaged savings strategies, and education planning • Delegate, coach, train, and develop colleagues and resources • Meet clients in the Bay area as needed

🎯 Requisitos

• Bachelor degree in business or related discipline or equivalent experience • 4+ years related work experience in financial services • Experience with direct client contact while exhibiting a knowledgeable, professional demeanor • Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning • Experience managing a book of clients in a wealth management setting • Exceptional client consultation skills and ability to establish trust and build long-term client relationships • Ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients • FINRA Series 65 required • FINRA fingerprinting required upon hire • Willingness to meet clients in the Bay area as needed • Excellent verbal and written communication skills • Detail oriented and able to manage many time-sensitive tasks simultaneously • Pro-active self-starter with strong situational awareness and contextual thinking • Strong organizational and presentation skills • Proficient in, or able to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems • Applicants must be authorized to work for any employer in the U.S. • Reliable high-speed internet with a wired connection and a suitable home workspace for remote work

🏖️ Benefícios

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment including the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays • Three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Remote work arrangement • Necessary computer equipment provided • Bonus program or sales incentives, as applicable