Senior Financial Advisor & Planner - Wealth Management/Personal Strategy

Empower Company S.R.O. • Tallahassee, FL

225d • $64,300 - $90,850 • 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. We are currently interviewing to hire for a potential class to start late July or August 2025. As a Senior Financial Advisor & Planner, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program. This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (Individual Client AUM from $250k - $1m) 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 clients' portfolio strategies. Performance in this role is measured in a variety of ways, including client satisfaction, client retention, share of wallet growth, and generating client referrals. Significant emphasis is placed on client retention & satisfaction.

Requirements

• FINRA Series 65 or equivalent required.
• High-level knowledge of current investment products and industry services.
• Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics.
• Proven track record in relationship management and customer satisfaction.
• Ability to clearly explain the 'Personal Strategy' investment strategy to clients and hold portfolio, market, and economic discussions.
• Experience with managing a book of clients, focused on direct high-net worth client communication within the investment advisory field.
• College degree or extensive industry experience required.
• Must possess a clean U4 record. FINRA fingerprinting required.

Nice To Haves

• CFP preferred.
• Ability to thrive in a fast-paced, growing organization.
• 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.
• Comprehensive relationship management via phone conversations, email communication, and in-person meetings. Client interaction is both proactive and reactive.
• 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.
• Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.
• Effectively coordinate with operational teams for client-related administrative issues.
• Assist in the training of new Financial Advisor hires and conduct 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) - internal networks that rally around common interest, experiences and identities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Amusement, Gambling, and Recreation Industries
• Education Level: Bachelor's degree