Financial Advisor – Investment Services

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $59.7k - $84.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Assist Empower Personal Wealth investment clients with financial matters, particularly Premier account and brokerage account clients • Serve as primary point of contact for an assigned book of Investment Services clients with individual client AUM of $100k–$250k • Provide high-level service to retain assets under management and garner additional assets through communication, education, and responsiveness • Provide proactive and reactive relationship management via phone and email • Act as liaison between clients and internal groups/departments • Discuss portfolio, market, and economic topics • Provide holistic financial planning on retirement planning, savings strategies, education planning, and related subjects • Collaborate with financial planning specialists on complex planning issues and comprehensive financial plans • Coordinate with operational teams on client-related administrative issues • Drive client satisfaction, retention, and enrollment in additional financial products

🎯 Requirements

• 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 is unavailable, including CPT/OPT • Reliable high-speed internet with a wired connection and a minimally disruptive home workspace for remote work

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours 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 • Reliable high-speed internet and necessary computer equipment provided for remote and hybrid positions