Financial Advisor & Planner - Investment Services

About the role

The Financial Advisor & Planner role at Empower is designed to assist clients with a wide range of financial matters, particularly those enrolled in the Premier account program and our brokerage account service. This role acts as the primary point of contact for a book of clients and is responsible for providing an outstanding client experience.

Responsibilities

• Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
• Act as liaison between clients and various internal groups/departments to serve clients
• Discuss portfolio, market, and economic discussions
• Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, savings strategies, and education planning
• Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
• Effectively coordinate with operational teams for client-related administrative issues

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

Qualifications

• CURRENT FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required upon hire

What You Will Bring

• Exceptional verbal and written communication skills
• Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
• Strong interpersonal skills, team-oriented, and collaborative

What Will Set You Apart

• 2 - 4 years of experience demonstrating the ability to reach set performance goals

Pay

Base Salary Range: $59,700.00 - $84,300.00

Schedule

Empower offers a flexible work environment and fluid career paths. Associates dedicate thousands of hours to volunteering for causes that matter most to them.