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We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Financial Advisor – Personal Strategy
Location
United States
Posted
72 days ago
Salary
$59.7K - $84.3K / year
Seniority
Senior
Job Description
Financial Advisor – Personal Strategy
Empower
• 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 • Take the lead on comprehensive relationship management via phone conversations, email communication, and in-person meetings • Act as a liaison between clients and Empower's Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions • Deliver client education on investment philosophy and capital market functionality • Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning • Work with the Financial Planning Specialist Team, who assist clients & advisors with more complex planning issues • Coordinate with the Operations Team on client-related administrative issues
Job Requirements
- Bachelor's degree or extensive industry experience required
- Experience with direct high-net worth client communication within the investment advisory field
- High-level knowledge of current investment products and industry services
- Proven track record in relationship management and customer satisfaction
- FINRA Series 65 required
- CFP® preferred
- The 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. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
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.
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