Associate Financial Advisor - Advisory Services Outbound

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 an Associate Financial Advisor – Advisory Services Outbound, you will be proactively reaching out to Empower’s plan participants with the goal to educate them on new campaigns and delivering services through our advanced tools and technology.  Advisory Services is part of Empower Personal Wealth’s Financial Wellness, Planning and Advisory Services team. This is a growing team, serving over 1 million customers. 

  

A successful Associate Advisor will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll them in our Advisory Services and often referring them to other teams in the company. 

  

What you will do 

• Support managed account campaigns from an outbound call perspective with the goal of educating participants

• Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions.  Identify trends and determine proactive solutions to maximize service quality and increase assets under management. 

• Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest

• Document information from conversations in with clients pertinent to business and relationship development to be referenced for follow- up calls

• Perform aspects of financial planning for customer

• Trade equities, bonds, options, and ETF’s (among others) in this dual registered role

• Facilitate withdrawals and transfers of assets into taxable accounts and brokerage IRA’s 

• Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients

• Enroll participants in the managed account offering in the Empower Retail account

What you will bring 

• 2 years Financial Industry Experience

• FINRA 7, 65, & 63 registrations required

• FINRA fingerprinting required

• Must be available to work during hours of 8 am to 8 PM ET (actual schedule will be determined by business need, but we will try to schedule you for normal works hours in your time zone)

  What will set you apart 

• Bachelor’s Degree and/or equivalent work experience

• Chartered Retirement Planning Counselor (CRPC) Designation preferred 

• Bring a positive attitude, ability to converse with clients and be open to coaching and feedback

• Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts

***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)