Senior Financial Advisor – Wealth Management, Premier/Brokerage

5 days ago

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Empower

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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.

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• Provide an extremely high level of service to our Empower Personal Wealth clients • Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness • Comprehensive relationship management via phone conversations, and email communication • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients • Provide clients with holistic financial planning on a large variety of subjects • Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans • Effectively coordinate with operational teams for client-related administrative issues • Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires

🎯 Requirements

• FINRA Series 7, 63, and 65 registration(s) required within corporate-established timelines • FINRA Fingerprinting Required • Bachelor’s Degree or higher in business, finance, or related field • Exceptional verbal and written communication skills • Proven track record in relationship management and customer satisfaction • High-level knowledge of current investment products and industry services • 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)