- Building relationships by addressing customer needs effectively while maximizing the benefits of Empower's products and services.
- Scheduling appointments to explore opportunities for external assets, closing identified opportunities, and ensuring a smooth onboarding process for external assets.
- Demonstrating comprehensive knowledge of goal-based planning by presenting solutions for various savings goals such as education planning, retirement planning, and other long-term savings goals.
- Utilizing Empower's conversation model and interactive planning tools to identify customer needs and take appropriate actions.
- Effectively managing time and pipeline to prioritize tasks based on customer needs and the potential to expand the relationship with Empower.
- Overseeing the process (using SalesForce CRM) to document conversations, follow up with clients regarding the transfer of accounts, and efficiently follow up on unclosed opportunities.
- Collaborating with relationship management and advisory teams to prioritize appointments for consolidating external assets and seamlessly transitioning the process back to the relationship management team upon account closure.
- Achieving bi-monthly sales and conversation targets to receive incentive compensation.
- Other duties as assigned, including attending staff meetings, participating in product seminars/training, and ensuring compliance with federal and state securities and insurance regulations to support departmental and firm objectives.
- Bachelor's degree or equivalent combination of education and work experience.
- 3+ years of experience in the financial industry with proven sales success.
- Excellent listening, verbal, and presentation skills.
- In-depth knowledge of retail investment products and qualified retirement plans.
- Hold FINRA Series 7, 63, and 65 (or 66) licenses.
- FINRA fingerprinting certification.
- A strong desire to assist mass-affluent clients in achieving long-term financial goals.
- Self-motivated individual with the determination to excel in a fast-paced, senior sales environment.
- Keenness to learn and implement new financial tools, software systems, and communication practices.
- A team-oriented and customer-centric mindset to uphold and enrich Empower's outstanding culture and values.
- Exceptional organizational and interpersonal skills with a good understanding of retirement plans.
- Health and wellness benefits including medical, dental, vision, and life insurance.
- Retirement savings options, including a 401(k) plan with company matching contributions, financial advisory services, potential discretionary contribution, and diverse investment choices.
- Tuition reimbursement program up to $5,250 per year.
- Relaxed work environment with the option to dress casually.
- Generous paid time off, including paid holidays and volunteer time.
- Leave programs, such as paid parental leave and disability leave.
- Business Resource Groups (BRGs) that foster connections among employees with shared interests or identities.
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Senior Wealth Advisor - Littleton, United States - Empower
Description
Grow your professional path with a flourishing organization
Join a team that is committed to making a positive impact by assisting individuals in achieving their financial objectives and offering personalized wealth management strategies. Every member of our team plays a crucial role in transforming the lives of those we cater to. The job satisfaction here is unbeatable, and apart from that, you'll have the freedom to support causes close to your heart and be part of an inclusive work environment. Your journey to success begins today.
This role allows for complete remote work and provides a competitive incentive package in addition to the base salary.
The Senior Wealth Advisor at Empower, also known as the Senior Financial Advisor - Investment Services - Workplace, collaborates with clients to create a plan to achieve financial goals and consolidate assets. By leveraging appropriate licenses, certifications, and cutting-edge financial tools, the Senior Financial Advisor gains a profound understanding of clients' needs and offers solutions to enhance their financial well-being.
In this position, your primary focus will be on delivering solutions to clients rather than managing a client portfolio. A successful Advisor excels in engaging customers in conversations about the benefits of consolidating accounts to achieve financial goals efficiently and effectively. Success in this role is gauged by the successful consolidation of external accounts.
What You Will Be Responsible for:
What You Should Bring to the Table:
What Will Make You Stand Out:
Benefits:
We offer a range of inclusive benefits regardless of your career stage. We believe that supporting our employees in leading healthy, balanced lives leads to optimal performance at work.
Salary Information:
The base salary for this role typically ranges from $70,000 to $92,500. Non-sales positions may have additional bonus opportunities, while sales roles may be eligible for sales incentives and bonuses depending on performance, leading to total compensation exceeding the base salary. The final compensation offer will be based on various factors such as location, experience, education, licensure, and skill level.
This is an equal opportunity employer in a drug-free workplace, committed to diversity and inclusion. We encourage individuals from all backgrounds to apply, as we believe in fair consideration for all qualified candidates.
***For remote and hybrid roles, reliable high-speed internet access with a wired connection and a suitable workspace at home are required. You must have internet connectivity from a fiber, cable, or DSL provider. Necessary computer equipment will be provided. Inadequate home work conditions may necessitate working from the office.***
