Private Wealth Advisor – Personal Strategy

Emploi pas sur LinkedIn

🕒 il y a 4 jours

🤠 Texas – Distant

🤠 Texas – Remote

💵 $87 400 - $123 400 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🦅 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.

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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

• Provide a best-in-class client experience through proactive and reactive client engagements related to client onboarding, financial planning, and investor education • Lead clients through optimal experiences by effectively managing outreach campaigns and financial planning milestones • Collaborate with the advisory team to grow and maintain strong long-term relationships with highly valued clients • Identify and drive planning opportunities and coordinate financial planning information gathering • Provide comprehensive financial planning services tailored to clients’ individual needs and goals • Present planning deliverables individually or alongside the advisory team • Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives • Monitor market trends, economic conditions, and regulatory changes impacting investments • Assist with monthly audit reviews in collaboration with various EPW stakeholders • Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests • Meet with clients in the Dallas, Texas area

🎯 Exigences

• Bachelor Degree in Business or related discipline or equivalent experience • 5+ years related work experience in financial services and client experience • FINRA Series 65 required • FINRA fingerprinting required • Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning • Excellent verbal and written communication skills • Strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously • Pro-active self-starter with strong situational awareness, contextual thinking, organizational and presentation skills • Exceptional at delivering effective client consultations and establishing trust and long-term client relationships • Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients • 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.; employment visa sponsorship is unavailable, including CPT/OPT • CFP preferred • Must reside within the Dallas territory

🏖️ 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. • Non-sales positions have the opportunity to participate in a bonus program • Reliable high-speed internet with a wired connection and a home workspace required for remote and hybrid positions • Other necessary computer equipment will be provided

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