Financial Advisor

Our vision for the future is built on empowering our people to transform their own lives. We offer a flexible work environment, fluid career paths, and encourage internal mobility. We prioritize purpose, well-being, and work-life balance, fostering a welcoming and inclusive atmosphere within Empower and our communities. Our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping customers achieve financial freedom. Empower Yourself. Job Description The Financial Advisor & Planner - Brokerage/Premier assists Empowers Personal Wealth investment clients with a wide range of financial matters, particularly those enrolled in the Premier account program and our brokerage account service. This role serves as the primary point of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual Client AUM from $100k - $250k). The position provides an outstanding client experience by proactively driving financial planning and guidance, being responsive and available to reactive client needs, and effectively communicating what clients can gain from their relationship with Empower. Performance is measured in various ways, including client satisfaction, retention, and enrollments into other financial services. Emphasis is placed on retaining and satisfying clients. Key Responsibilities The ideal candidate will provide exceptionally high-level service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Comprehensive relationship management via phone conversations, email communication, and proactive/reactive client interaction. Act as liaison between clients and internal groups/departments within Empower Personal Wealth to serve clients. Clearly discuss portfolio, market, and economic discussions. Provide clients with holistic financial planning on various subjects, including retirement planning, savings strategies, and education planning. This role may collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Coordinate with operational teams for client-related administrative issues. Potentially take on ancillary duties such as training new Financial Advisor hires and conducting presentations to groups of clients across the country. Requirements Bachelors Degree or higher in business, finance, or related field. FINRA Series 7, 63, and 65 registrations required within corporate-established timelines. FINRA Fingerprinting required. What Sets You Apart High-level knowledge of current investment products and industry services. Exceptional verbal and written communication skills. Proven track record in relationship management and customer satisfaction. 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. We offer an array of diverse and inclusive benefits regardless of your career stage. We believe providing employees with tools to lead healthy balanced lives results in best possible work performance. 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) - internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. $58,500.00 - $82,650.00 Equal opportunity employer •  Drug-free workplace 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 (40 and over), 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. For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection, as well as a place in your home to work with limited disruption. What we offer 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 (40 and over), 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. For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection, as well as a place in your home to work with limited disruption. Empower is an equal opportunity employer committed to diversity and inclusion. Want the latest money news and views shaping how we live, work, and play? Sign up for Empowers free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

Created: 2025-02-23