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.
**Future Start Date to be determined**
The Sr. Financial Advisor & Planner, Private Client – Personal Strategy acts as the primary contact point for clients in the Personal Strategy offering within Empower Personal Wealth and provides a wide range of financial planning services for clients.
This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the Private Client category (Individual Client AUM from $1m and beyond). The role is responsible for providing an outstanding client experience by proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating with clients about their investment strategies.
Performance in this role is measured in a variety of ways, including client satisfaction, client retention, share of wallet growth, and generating client referrals. Significant emphasis is placed on client retention & satisfaction.
What You Will Do
The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness.
Comprehensive relationship management via phone/video conversations, email communication, and in-person meetings. Client interaction is both proactive and reactive.
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
An ability to clearly explain the ‘Personal Strategy’ investment methodology and portfolio strategies to clients and hold portfolio, market, and economic discussions.
Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, education planning, and more. This role will also collaborate with financial planning specialists on complex planning issues.
Effectively coordinate with operational teams for client-related administrative issues.
Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country.
What You Will Bring
Bachelor's degree or extensive industry experience required
FINRA Series 65
FINRA Fingerprinting
Experience with Private Client ($1m+ AUM) segment client communication within the investment advisory field.
High-level knowledge of current investment products and industry services.
Exceptional verbal and written communication skills.
Proven track record in relationship management and customer satisfaction.
The ability to compare and contrast the benefits and suitability of different investment options and products.
Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment.
Strong interpersonal skills, team-oriented, and collaborative.
What Will Set You Apart
CFP®
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
#PJPW2
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.
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 , and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as , , , ability, military status and . BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$76,300.00 - $107,800.00
The 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 . All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to (40 and over), , , , ancestry, , , , , expression, marital status, , , physical or mental , 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
04-15-2024
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Workplace Flexibility: Remote - Nationwide
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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