Financial Advisor & Planner – Investment Services

Empower • KS Remote, KS

2d • Remote

About The Position

The Financial Advisor & Planner 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 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 products. Significant emphasis is placed on client retention & satisfaction.

Requirements

• 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
• CURRENT 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.

Nice To Haves

• 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

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

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