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 a Sr. Financial Advisor & Planner – Personal Strategy, you will assist Empower’s Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program .
This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (Individual Client AUM from $250k – $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating clients’ portfolio 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
What you will bring
What will set you apart
Experience with mass-affluent client communication within the investment advisory field.
High-level knowledge of current investment products and industry services.
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.
*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.*
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
$63,100.00 – $89,125.00
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 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:
01-10-2024
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Workplace Flexibility: Remote – Nationwide
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