Financial Advisor - Littleton, United States - Empower

Description

Grow your career with a thriving organization

Whether it's assisting individuals in achieving their long-term financial goals or providing tailored wealth management strategies, every team member plays a vital role in transforming the lives of our clients for the better. In terms of job satisfaction, it doesn't get much better than this. Moreover, you'll have the autonomy to support causes you care about and be part of a truly inclusive work environment. Your journey to success begins right now.

The Financial Advisor & Planner in Brokerage and Premier Services at Empower supports clients in our Personal Wealth investment program, offering expertise across a wide range of financial matters. This role serves as the main point of contact for a dedicated client portfolio, focusing on enhancing the client experience by providing proactive financial guidance, addressing client needs promptly, and clearly articulating the value of their relationship with Empower.

Success in this position is gauged by factors such as client satisfaction, retention, and engagement with other financial services, placing significant importance on client retention and satisfaction.

What you will be responsible for

• Delivering exceptional service to Empower Personal Wealth clients, ensuring retention of assets under management and attracting additional assets through effective communication, proactive education, and responsiveness.
• Managing client relationships through phone and email interactions, both proactively and reactively.
• Acting as a bridge between clients and internal teams within Empower to deliver seamless service.
• Demonstrating a clear understanding of investment products, market trends, and economic factors.
• Offering comprehensive financial planning on various topics like retirement, savings, and education planning. Collaboration with financial planning specialists may be required for complex planning issues.
• Coordinating with operational teams to address client-related administrative matters efficiently.
• Possibly assisting in training new Financial Advisors and conducting client presentations.

Your qualifications

• Hold a Bachelor's Degree or higher in business, finance, or a related field.
• Possess FINRA Series 7, 63, and 65 registrations within specified timelines.
• Completion of FINRA Fingerprinting.

What will make you stand out

• Thorough knowledge of current investment products and industry services.
• Outstanding verbal and written communication abilities.
• Proven expertise in relationship management and ensuring client satisfaction.
• Capability to evaluate and compare different investment options effectively.
• Strong organizational and operational skills, with the ability to multitask efficiently in a fast-paced setting.
• Excellent interpersonal skills, team player, and collaborative mindset.

What we provide

We offer a range of diverse and inclusive benefits regardless of your career stage. We believe that supporting our employees in leading balanced lives contributes to optimal work performance.

• Comprehensive medical, dental, vision, and life insurance coverage
• 401(k) retirement savings plan with generous company matching contributions, financial advisory services, and more
• Tuition reimbursement up to $5,250 per year
• Business-casual work environment with the option to wear jeans
• Generous paid time off, company holidays, and volunteer time
• Leave of absence programs, including parental leave, disability coverage, and FMLA
• Business Resource Groups (BRGs) that provide a platform for connecting over shared interests and backgrounds

Base Salary Range

The salary range represents the typical minimum to maximum base salary for this role in the specified location. Additional compensation, such as bonuses or incentives, may apply depending on performance and role requirements. Final compensation will be determined at the time of offer.

Equal opportunity employer
• Drug-free workplace

We are committed to diversity and equal opportunity employment. We welcome applications from all individuals, regardless of background. Qualified candidates will be considered without discrimination based on various factors.

***For remote and hybrid roles, a reliable high-speed internet connection and a suitable workspace at home are necessary. Requirements include internet connectivity from fiber, cable, or DSL providers. Office arrangements may apply if home work conditions are inadequate.***

Job Posting End Date at 12:01 am on:

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