Senior Financial Advisor & Planner - Wealth Management/Personal Strategy

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.

We are currently interviewing to hire for a potential class in December/January

As a Senior Financial Advisor & Planner, 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

• 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 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.
• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.
• 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.

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What you will bring

• FINRA Series 65 or equivalent required
• High-level knowledge of current investment products and industry services
• Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics
• Proven track record in relationship management and customer satisfaction
• An ability to clearly explain the ‘Personal Strategy’ investment strategy to clients and hold portfolio, market, and economic discussions
• Experience with managing a book of clients, focused on direct high-net worth client communication within the investment advisory field
• College degree or extensive industry experience required
• Must possess a clean U4 record. FINRA fingerprinting required

What will set you apart

• CFP preferred

• The ability to thrive in a fast-paced, growing organization

• 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.***

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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.

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