Financial Advisor & Planner – Investment Services, Premier IRA & Brokerage

Emploi pas sur LinkedIn

🕒 il y a 1 jour

🇺🇸 États-Unis – Télétravail

💵 $59 700 - $84 300 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Empower

Site WebLinkedInTous les Emplois

10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

Description

• Assist Empower's Personal Wealth investment clients with a wide range of financial matters • Serve Premier account program and brokerage account clients • Act as the primary point of contact for an assigned book of Investment Services clients with individual client AUM from $100k–$250k, without prospecting • Provide an outstanding client experience through proactive financial planning and guidance • Respond to reactive client needs and communicate the value of the Empower relationship • Retain assets under management and garner additional assets through diligent communication, proactive education, and responsiveness • Provide proactive and reactive comprehensive relationship management via phone and email • Liaise between clients and internal groups/departments • Discuss portfolio, market, and economic topics • Provide holistic financial planning on retirement planning, savings strategies, education planning, and other subjects • Collaborate with financial planning specialists on complex planning issues and comprehensive financial plans • Coordinate with operational teams on client-related administrative issues • Performance measured through client satisfaction, client retention, and enrollments into other financial products

🎯 Exigences

• Bachelor’s degree or higher in business, finance, or related field • 4+ years financial services experience with a proven track record of successful relationship building in a business setting • High-level knowledge of current investment products and industry services • Proven track record in relationship management and customer satisfaction • CURRENT FINRA Series 7, 63, and 65 registrations required • FINRA fingerprinting required upon hire • 2 - 4 years of experience demonstrating the ability to reach set performance goals • Exceptional verbal and written communication skills • 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.; employment visa sponsorship, including CPT/OPT, is unavailable • Reliable high-speed internet with a wired connection and a suitable home workspace for remote work • Reliable fiber, cable, or DSL internet connectivity

🏖️ Avantages

• 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. • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Other necessary computer equipment provided • Flexible work environment • Fluid career paths and internal mobility opportunities

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV