Options & Real Estate Specialist

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.

The Options and Real Estate Specialist will review current and prospective client financial plans as they relate to real estate and equity compensation strategies and consult directly with Empower Personal Wealth Advisors and clients around wealth planning strategies.

The primary goal of this role is to provide Empower Personal Wealth clients with robust planning advice, specifically related to specialty areas including Equity Compensation and Real Estate investing. Developing processes, reporting, and client interaction campaigns will be necessary, while providing clients and advisors with robust consultations related to Real Estate and Equity Compensation. This position will require knowledge base on a variety of planning topics, in addition to an interest & ability to coordinate with other subject matter experts, as the position will manage the ‘Other’ financial planning queue.

What You Will Do:

• Manage the Financial Planning Queues for Options, Real Estate, and Other.
• Consult with Clients and Advisors regarding issues related to Commercial Real Estate Investing. Rental Properties, Lending Options & Recommendations, Equity Compensation Strategies, Concentrated Equity Divestiture, Private Equity, NUA Reviews.
• Researching less common planning topics.
• Coordinating with and training a diverse advisory workforce on relevant topics.
• Coordinating with the Investment Team on certain portfolio implementations.
• Acting as Empower’s 10b5-1 plan & 1031 exchange ‘expert’.
• SME on Bank of New York’s mortgage offering.
• Creating and driving campaigns to deliver related advice to a wider client base. Conducting webinars/presentations to clients and employees.
• Potential participation in marketing focused initiatives from blog posts to reporter interviews.

What You Will Bring:

• Experience with Real Estate transactions and investing, with detailed knowledge of: 1031 Exchanges. Rental Property Personal Usage Rules, Depreciation Rules & Practices, Opportunity Zones, RSUs & RSAs. ESPPs. ISOs & NQSOs. Phantom Stock Compensation. ESOPs.
• Depth of understanding of available forms of equity compensation, including tax ramifications.
• CFP or CFA Designation(s)
• Prior successful customer service experience.
• Experience with project management or process development.
• Proven aptitude for managing high volume with no deterioration in quality.

What Will Set You Apart:

• The ability to thrive in a high-volume, demanding role with a strong desire to engage and effectively communicate with clients daily.
• A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently.
• CPA or other advanced designations.

***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.

• 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 id