- Foster relationships by effectively addressing client requirements, maximizing the use of Empower's products, and leveraging available service benefits.
- Schedule and conduct appointments to explore external asset opportunities, close deals on identified opportunities, and smoothly handle the transfer of external assets.
- Show comprehensive knowledge of goal-based planning by presenting solutions for various saving goals, such as education planning, retirement planning, and other long-term saving objectives.
- Utilize Empower's conversation model and interactive planning tools to identify client needs and take appropriate actions.
- Efficiently manage time and prioritize tasks based on client needs and the potential for expanding relationships with Empower.
- Oversee the process (using SalesForce CRM) to document discussions, follow up with clients regarding account transfers, and effectively pursue opportunities that are yet to be closed.
- Collaborate with relationship management and advisory teams to prioritize appointments for consolidating external assets and seamlessly transition back to the relationship management team post asset closure.
- Achieve bi-monthly sales and conversation targets to earn incentive bonuses.
- Perform other assigned tasks, which may include attending meetings, product seminars/training, complying with federal and state regulations related to securities and insurance, in support of departmental and organizational objectives.
- Bachelor's degree or equivalent combination of education and professional experience.
- Minimum of 3 years of experience in the financial industry with proven sales success.
- Outstanding listening, communication, and presentation skills.
- In-depth understanding of retail investment products and qualified retirement plans.
- Required FINRA Series 7, 63, and 65 (or 66) certifications.
- FINRA fingerprinting is mandatory.
- Passion for assisting mass-affluent clients in structuring and achieving long-term saving goals.
- Self-motivated individual with a drive to excel in a fast-paced senior sales environment.
- Keenness to learn and implement new financial tools, software systems, and communication standards.
- Team-oriented and client-oriented mindset to uphold and enrich Empower's exceptional culture and customer-centric values.
- Exceptional organizational and interpersonal skills with a good understanding of retirement plans.
- Health, dental, vision, and life insurance coverage
- 401(k) retirement savings plan with generous company match, financial advisory services, potential company contributions, and diverse investment options
- Tuition reimbursement up to $5,250 annually
- Casual work environment including the option to wear jeans
- Generous paid time off, including holidays and volunteer time
- Leave programs such as parental leave, short- and long-term disability, and Family and Medical Leave
- Business Resource Groups (BRGs) fostering internal networks around shared interests, experiences, and identities for educational and business advancement
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Senior Wealth Advisor - Littleton, United States - Empower
Description
Join a thriving organization and elevate your career
Every team member at our organization plays a vital role in transforming lives for the better, whether it's by guiding individuals towards their financial aspirations or offering personalized strategies for wealth management. The sense of job satisfaction you'll experience here is hard to match. Apart from that, you'll have the flexibility to support causes close to your heart and be a part of an inclusive work culture. Your journey to success begins now.
This role is fully remote and comes with competitive compensation incentives on top of the base pay.
The Senior Wealth Advisor (also known as the Senior Financial Advisor - Investment Services - Workplace) at Empower collaborates with clients to create a roadmap to achieve financial goals and merge assets with Empower. With the necessary licenses, certifications, and cutting-edge financial tools, the Senior Financial Advisor gains deep insights into clients' needs and offers solutions to enhance their financial well-being.
In this position, your focus will be on providing tailored solutions to clients rather than managing a client portfolio. To excel, you'll need to engage in productive conversations with clients on the advantages of consolidating accounts to meet financial objectives efficiently and easily. Your success in the role will be measured by the successful consolidation of external accounts.
What You Will Be Responsible For:
Qualifications Needed:
Desirable Qualities:
Benefits Package:
Base Salary Range:
$70, $92,500.00The salary range mentioned represents the typical minimum to maximum base salary for the listed position location. Non-sales roles may be eligible for bonuses, while sales positions can receive sales incentives and potentially bonuses based on individual performance. Actual compensation may vary depending on location, experience, education, licensing requirements, and skills, and will be finalized during the offer stage.
Come be a part of a workplace where diversity is celebrated and where everyone is encouraged to apply, regardless of personal characteristics. We are committed to creating an inclusive environment for all, promoting diversity and equality. Your application will be considered without any bias based on age, race, gender, nationality, disability, military status, or any other protected status as per local laws.
Work From Home Requirement:
For remote and hybrid roles, you need to have reliable high-speed internet and a suitable workspace at home with minimal distractions. A wired internet connection from a provider like fiber, cable, or DSL is necessary. If you lack a suitable home setup, you may be required to work from the office. Essential computer equipment will be provided to support your work needs.
Application deadline: End date at 12:01 am
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