Lead Associate – Financial Wellness Planning, Advisory Services

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $65 600 - $92 675 / an

⏰ Temps Plein

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 29%

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.

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Empower

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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

• Handle complex escalated participant calls and research issues • Coordinate timely resolutions with Supervisory Managers • Provide coaching related to escalated calls and participant issues • Coordinate research requests and follow up through complete resolution • Monitor calls for service quality, regulatory compliance, and coaching opportunities • Coach associates on cross-selling, wealth management, and tax-exempt strategies • Analyze call statistics, quality results, escalations, exceptions, service requests, and operational data • Develop and communicate data-driven insights and recommendations to leadership • Use reporting and analytical tools to evaluate performance metrics • Coordinate distribution and resolution of service requests • Provide managers with feedback on call quality and training opportunities • Complete Best Interest Profile supervisory reviews • Develop job aids, new-hire training, new-product training, performance metrics, and other resources • Serve as a subject matter expert and develop training materials • Complete fraud verification for distributions exceeding policy thresholds • Research and address participant account questions in accordance with FINRA and SEC guidelines • Coach, mentor, train, and cross-train associates • Make outbound calls as required • Serve as a Principal on staff • Attend required meetings and training sessions and respond to managerial feedback

🎯 Exigences

• Bachelor's Degree or equivalent experience in financial services • FINRA Series 7, 24, 63, and 65 registrations required • FINRA Series 9/10 may be accepted in lieu of Series 24 • FINRA fingerprinting required • Five years of wealth management experience • Experience in brokerage trading and trade approval preferred • Analyst or data analytics experience preferred • Experience developing reports, dashboards, metrics, or data-driven recommendations preferred • Experience using reporting and analytical tools preferred • Experience with brokerage trading and trade approval preferred • Ability to handle and resolve escalated client issues • Knowledge of wealth management and tax-exempt sales strategies • Ability to coach and train associates and develop job-related resources • Applicants must be authorized to work for any employer in the U.S. • No employment visa sponsorship or takeover of sponsorship, including CPT/OPT • Reliable high-speed internet with a wired connection and a suitable home workspace required for remote work

🏖️ Avantages

• Medical, dental, vision and life insurance • 401(k) plan with company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Paid time off program • Ten paid company holidays and three floating holidays each calendar year • 16 hours of paid volunteer time per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups open to all • Flexible work environment • Other necessary computer equipment provided • Remote work with reliable high-speed wired internet and a home workspace

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