Job Description:
• Assist Empower's Personal Wealth investment clients on a wide range of financial matters
• Act as the quarterback & primary point of contact for a book of clients assigned directly
• Provide an outstanding client experience via proactively driving financial planning + guidance
• Be responsive/available to reactive client needs, and effectively communicate clients’ portfolio strategies
• 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
• Effectively coordinate with operational teams for client-related administrative issues
• Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country
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
• An 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.
Benefits:
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
• 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.
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