Financial Advisor & Planner - Personal Strategy

Empower • KS Remote, KS

1d • $59,700 - $84,300 • Hybrid

About The Position

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.

Requirements

• 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
• 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

• 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

Responsibilities

• 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

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