- Support managed account campaigns from an outbound call perspective with the goal of educating participants.
- Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant's best interest.
- Document information from conversations in with clients pertinent to business and relationship development to be referenced for follow- up calls.
- Perform aspects of financial planning for customer.
- Trade equities, bonds, options, and ETF's (among others) in this dual registered role.
- Facilitate withdrawals and transfers of assets into taxable accounts and brokerage IRA's.
- Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.
- Enroll participants in the managed account offering in the Empower Retail account.
- 2 years Financial Industry Experience.
- Must be general securities licensed to open Brokerage IRA's and Taxable Retail accounts and perform trading in both accounts.
- REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: FINRA 7, 65, & 63 registrations required within corporate-established timelines.
- FINRA fingerprinting required.
- Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts.
- Must be available to work during hours of 8 am to 8 PM ET (actual schedule will be determined by business need, but we will try to schedule you for normal works hours in your time zone).
- Bachelor's Degree and/or equivalent work experience.
- Fully licensed candidates are preferred.
- Chartered Retirement Planning Counselor (CRPC) Designation preferred.
- Bring a positive attitude, ability to converse with clients and be open to coaching and feedback.
- 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 such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
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Associate Financial Advisor - Greenwood Village, United States - Empower
Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
As an Associate Financial Advisor – Advisory Services Outbound, you will be proactively reaching out to Empower's plan participants with the goal to educate them on new campaigns and delivering services through our advanced tools and technology. Advisory Services is part of Empower Personal Wealth's Financial Wellness, Planning and Advisory Services team. This is a growing team, serving over 1 million customers.
A successful Associate Advisor will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll them in our Advisory Services and often referring them to other teams in the company.
What you will do
What will set you apart
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Base Salary Range
$58, $72,000.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
• Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
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Workplace Flexibility: Remote - Nationwide
