[Remote] Financial Advisor & Planner – Investor Services
Note: The job is a remote job and is open to candidates in USA. Empower is committed to transforming financial lives by providing a flexible work environment and opportunities for career growth. The Financial Advisor & Planner assists clients in the Premier account program with comprehensive financial planning and relationship management, ensuring high client satisfaction and retention.
Responsibilities
• Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
• Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
• Act as liaison between clients & 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 areas such as 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
Skills
• Bachelor's degree or higher in business, finance, or related field
• High-level knowledge of current investment products and industry services
• Proven track record in relationship management and customer satisfaction
• FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required upon hire
• 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
• 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
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.
Company Overview
• EMPower is a non-governmental agency for social well being. It was founded in 1891, and is headquartered in Greenwood Village, Colorado, USA, with a workforce of 10001+ employees. Its website is https://www.empower.com.
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Responsibilities
• Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
• Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
• Act as liaison between clients & 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 areas such as 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
Skills
• Bachelor's degree or higher in business, finance, or related field
• High-level knowledge of current investment products and industry services
• Proven track record in relationship management and customer satisfaction
• FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required upon hire
• 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
• 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
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.
Company Overview
• EMPower is a non-governmental agency for social well being. It was founded in 1891, and is headquartered in Greenwood Village, Colorado, USA, with a workforce of 10001+ employees. Its website is https://www.empower.com.
Apply tot his job
Apply To this Job