Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
Company: Empower
Location: Littleton
Posted on: September 24, 2024
Job Description:
Job DescriptionGrow your career with a growing
organizationWhether 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.We are
currently interviewing to hire for a potential class in late
August/September.As a Senior Financial Advisor & Planner – Personal
Strategy, you will assist Empower's Personal Wealth investment
clients on a wide range of financial matters and specifically
assists clients who are enrolled in the Personal Strategy managed
asset program. This role acts as the quarterback & primary point of
contact for a book of clients assigned directly to you (no
prospecting) in the mass affluent category (Individual Client AUM
from $250k - $1m) and is responsible for providing an outstanding
client experience. The role provides an outstanding client
experience via proactively driving financial planning + guidance,
being responsive/available to reactive client needs, and
effectively communicating clients' portfolio strategies.Performance
in this role is measured in a variety of ways, including client
satisfaction, client retention, share of wallet growth, and
generating client referrals. Significant emphasis is placed on
client retention & satisfaction.What you will do
- The ideal candidate will 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.
- Comprehensive relationship management via phone conversations,
email communication, and in-person meetings. Client interaction is
both proactive and reactive.
- Act as liaison between clients & various internal
groups/departments within Empower Personal Wealth to serve
clients.
- Provide clients with holistic financial planning on a large
variety of subjects, including areas such as retirement planning,
savings strategies, and education planning. This role will also
optionally collaborate with financial planning specialists on
complex planning issues or comprehensive financial plans.
- Effectively coordinate with operational teams for
client-related administrative issues.
- 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
- FINRA Series 65 or equivalent required
- High-level knowledge of current investment products and
industry services
- Demonstrated financial planning acumen, with the ability to
handle a wide variety of financial planning topics
- Proven track record in relationship management and customer
satisfaction
- An ability to clearly explain the ‘Personal Strategy'
investment strategy to clients and hold portfolio, market, and
economic discussions
- Experience with direct high-net worth client communication
within the investment advisory field
- College degree or extensive industry experience required
- Must possess a clean U4 record. FINRA fingerprinting 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.***#PJPWWhat we offer youWe 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$63,100.00 -
$89,125.00The 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 workplaceWe 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:07-13-2024Want 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 , Senior Financial Advisor & Planner - Wealth Management/Personal Strategy, Accounting, Auditing , Littleton, Colorado
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