Investment Advisor - Bilingual - - Preference for Mountain/Pacific time

Empower • Overland Park, KS

1d • $55,300 - $76,075

About The Position

The Investment Advisor services individual clients and brokerage customers with Empower taxable brokerage and IRA accounts. The role enrolls new clients, conducts annual and mid-year reviews for existing clients, provides direct best-interest investment advice to Premier IRA customers, and executes brokerage trades for IRA and taxable brokerage customers. The position educates clients about advisory services, helps them understand options for pursuing retirement goals, and provides aspects of financial planning. It also identifies client needs and referral opportunities, drives new business, and delivers an efficient and responsive client experience through accurate information, ownership of client needs, and proactive follow-up. The role requires compliance with applicable risk procedures, policies, and regulatory requirements.

Requirements

• Bachelor’s degree or equivalent work experience.
• 4+ years of financial customer service experience.
• Fluency in Spanish.
• Brokerage and mutual fund trading experience.
• FINRA Series 7 and Series 63 and 65, or Series 66, registrations.
• FINRA fingerprinting required.
• Must be authorized to work for any employer in the U.S.; employment visa sponsorship or takeover of sponsorship is not available.

Nice To Haves

• Strong written, verbal, and presentation skills.
• Retail, IRA, and/or 401(k) customer service experience.

Responsibilities

• Educate retail clients on advisory services available through their plan and help them understand options for pursuing retirement goals.
• Develop an understanding of clients’ financial goals and explain applicable managed account service offerings.
• Adhere to compliance and risk procedures, policies, and regulatory requirements while acting in the client’s best interest.
• Perform aspects of financial planning for customers.
• Identify client needs, leads, and opportunities for referral to the Wealth Advisor Team.
• Drive new business opportunities.
• Deliver an efficient and responsive client experience by taking ownership of client needs, providing accurate information, and conducting proactive follow-up.
• Enroll new clients and conduct annual and mid-year reviews for existing clients.
• Provide direct best-interest investment advice to Premier IRA customers and execute brokerage trades for IRA and taxable brokerage customers.

Benefits

• Medical, dental, vision, and life insurance.
• 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 per year.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, including a paid time off program, 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 open to all.

What This Job Offers

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