Financial Advisor & Planner - Personal Strategy

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and 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 more customers achieve financial freedom. Empower Yourself.

The Financial Advisor & Planner on the Personal Strategy team assists Empower's Personal Wealth investment clients on a wide range of financial matters. The Financial Advisor effectively communicates clients’ portfolio strategies and provides guidance on a variety of financial planning topics.

What you will do

• 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

What you will bring

• 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

What will set you apart

• 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.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the 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) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

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. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on: