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

Job not on LinkedIn

🔥 0 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'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

🎯 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, 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

🏖️ Benefits

• 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