Financial Advisor & Planner - Investment Services / Premier IRA & Brokerage

Empower • Overland Park, KS

1d • $59,700 - $84,300

About The Position

The Financial Advisor & Planner assists Empower Personal Wealth investment clients with a wide range of financial matters, with a focus on clients enrolled in the Premier account program and brokerage account service. The role serves as the primary point of contact for an assigned book of clients in the Investment Services category, defined as individual client assets under management of $100,000–$250,000. There is no prospecting requirement.

The advisor delivers a strong client experience through proactive financial planning and guidance, responsiveness to clients’ needs, and clear communication about the services available through Empower. Performance is measured through factors including client satisfaction, client retention, and enrollment in other financial products, with significant emphasis on retention and satisfaction.

Applicants must be authorized to work for any employer in the United States. The employer is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT. For remote and hybrid positions, employees must provide reliable high-speed wired internet via fiber, cable, or DSL and a home workspace with limited disruption. Other necessary computer equipment will be provided; employees may be required to work in the office if their home setup or connection is inadequate.

Requirements

• Bachelor’s degree or higher in business, finance, or a related field.
• At least 4 years of financial services experience, with a proven track record of successful relationship building in a business setting.
• 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 are required.
• FINRA fingerprinting is required upon hire.
• Must be authorized to work for any employer in the United States; visa sponsorship or takeover of sponsorship, including CPT/OPT, is not available.

Nice To Haves

• 2–4 years of experience demonstrating the ability to reach set performance goals.
• 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, including the ability to multitask efficiently in a fast-paced environment.
• Strong interpersonal skills; team-oriented and collaborative.

Responsibilities

• Provide a high level of service to Empower Personal Wealth clients, retain assets under management, and garner additional assets through communication, education, and responsiveness.
• Manage client relationships proactively and reactively through phone and email communication.
• Act as a liaison between clients and internal groups or departments.
• Discuss portfolio, market, and economic topics with clients.
• Provide holistic financial planning on topics such as retirement planning, savings strategies, and education planning.
• Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.
• Coordinate with operational teams on client-related administrative issues.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups that support inclusion and collaboration and are open to all.
• Non-sales positions have the opportunity to participate in a bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level