Financial Advisor – Investment Services

📋 Description

• Deliver exceptional service to our Empower Personal Wealth clients, ensuring asset retention and attracting additional assets through proactive communication, education, and consistent responsiveness.

• Engage in comprehensive relationship management through both phone calls and email correspondence.

• Serve as a liaison between clients and various internal teams to effectively meet client needs.

• Lead discussions regarding portfolios, market trends, and economic factors.

• Offer clients holistic financial planning across a wide range of topics, including retirement planning, savings strategies, and educational planning.

• Collaborate with financial planning experts on intricate planning matters or comprehensive financial strategies.

• Efficiently coordinate with operational teams to address client-related administrative concerns.

⛳️ Requirements

• A Bachelor’s degree or higher in business, finance, or a related field.

• In-depth knowledge of current investment products and industry services.

• Demonstrated success in relationship management and customer satisfaction.

• CURRENT FINRA Series 7, 63, and 65 registrations are mandatory.

• FINRA fingerprinting is required upon hiring.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options, including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions, and a diverse investment lineup.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual work environment that allows for jeans.

• Generous paid time off from the start, including a PTO program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time of 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) that promote inclusion and collaboration within our organization and the communities where we live, work, and play. BRGs are open to everyone.