Lead Associate – Financial Wellness Planning, Advisory Services

🕒 August 27

🇺🇸 United States – Remote

💵 $65.6k - $92.7k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Handle complex escalated calls, research situations, and resolve issues in partnership with Supervisory Managers • Coordinate research requests and follow up for complete resolution • Partner with supervisory managers to resolve exceptions promptly • Coach EAG associates on cross-selling, wealth management, and tax-exempt strategies • Coordinate distribution and resolution of service requests • Monitor call quality and provide managers with issue and training recommendations • Identify trends from quality concerns, escalations, exceptions, and daily call statistics • Complete Best Interest Profile supervisory reviews • Support resource development for job aids, new-hire training, product training, and metrics • Develop training materials and manuals with management and the RSG training team • Complete fraud verification for qualifying distributions • Address participant account questions in accordance with FINRA/SEC guidelines • Attend meetings and training sessions • Coach, mentor, and cross-train employees • Handle and resolve client escalated issues

🎯 Requirements

• Bachelor's Degree or equivalent experience in financial services • FINRA Series 7, 24, 63, and 65 registrations required • FINRA fingerprinting required • Experience in brokerage trading and trade approval preferred • Five years of wealth management experience preferred • Demonstrated ability in effectively handling client escalated issues • Dependable with good judgment • Deep knowledge of wealth management and tax-exempt sales strategies • Ability to coach, train, and develop job-related resources • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable • Reliable high-speed internet with a wired connection and limited-disruption home workspace

🏖️ 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) facilitating inclusion and collaboration • Bonus program opportunity for non-sales positions • Reliable high-speed internet and wired connection required for remote work • Necessary computer equipment provided