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Financial Advisor & Planner - Personal Strategy

Company: Empower
Location: Littleton
Posted on: February 7, 2024

Job Description:

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Financial Advisor - Personal Strategy assists Empower's Personal Wealth clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program. The Advisor is responsible for effectively communicating clients' portfolio strategies and providing guidance on a variety of financial planning topics.

What You Will Do:

  • Comprehensive relationship management via phone conversations, email communication, and in person meetings
  • Client interaction is both proactive and reactive
  • Act as a liaison between clients and Personal Capital's Investment Committee, explaining investment strategy and engaging in portfolio, market and economic discussions
  • 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
  • Also, work with our Financial Planning Specialist Team, who assists with clients & Advisors with more complex planning issues
  • Effectively coordinate with our Operations Team on client-related administrative issues
  • Assist in increasing the efficiency of the company's processes and procedures through innovative approaches toward improvement
  • Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country What You Will Bring:
    • Strong interpersonal skills, team-oriented, and collaborative
    • College degree or extensive industry experience required
    • Series 65 or equivalent required 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) - 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.

        Base Salary Range

        $57,300.00 - $81,000.00
        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:

        02-11-2024
        Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency .

        Workplace Flexibility: Remote - Nationwide

Keywords: Empower, Littleton , Financial Advisor & Planner - Personal Strategy, Accounting, Auditing , Littleton, Colorado

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