Financial Advisor & Planner Brokerage/Premier Accounts

Empower Company S.R.O. • Overland Park, KS

3d • Remote

About The Position

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 - Brokerage/Premier, assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service. This role acts as the quarterback & 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) 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 what clients can get from their relationship with Empower. Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial services. Significant emphasis is placed on client retention & satisfaction. What yo u will do The ideal candidate will 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. Comprehensive relationship management via phone conversations, and email communication. Client interaction is both proactive and reactive. Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. An ability to clearly 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. 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.

Requirements

• Bachelor's Degree or higher in business, finance, or related field.
• FINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelines.
• FINRA Fingerprinting required.
• Applicants must be authorized to work for any employer in the U.S.
• You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.

Nice To Haves

• 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.
• 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.

Responsibilities

• Comprehensive relationship management via phone conversations, and email communication.
• 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.
• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees