Lead Associate – Financial Wellness Planning & Advisory Services

🔥 1 hour ago

🇺🇸 United States – Remote

💵 $65.6k - $92.7k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Handle complex escalated participant calls and research issues • Coordinate timely resolutions with Supervisory Managers • Coordinate research requests and service-request distribution through completion • 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 • Provide managers with feedback on call quality, identified issues, and training opportunities • Complete Best Interest Profile supervisory reviews • Support development of job aids, new-hire training, new-product training, performance metrics, and other resources • Develop training materials, job aids, and training manuals • 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 by business needs • Serve as a Principal on staff • Attend required meetings and training sessions and respond to managerial feedback

🎯 Requirements

• 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 • 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 minimally disruptive home workspace • Internet service must be fiber, cable or DSL • Brokerage trading and trade approval experience preferred • Analyst or data analytics experience preferred • Experience developing reports, dashboards, metrics, or data-driven recommendations preferred • Experience using reporting and analytical tools preferred • Demonstrated ability to handle and resolve escalated client issues • Deep knowledge of wealth management and tax-exempt sales strategies • Ability to coach and train associates and develop job-related resources • Dependability and sound judgment

🏖️ 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) open to all • Flexible work environment • Other necessary computer equipment provided • Potential participation in a bonus program for non-sales positions