[Remote] Financial Advisor & Planner – Investor Services

Note: The job is a remote job and is open to candidates in USA. Empower is a company focused on transforming financial lives by providing a flexible work environment and celebrating internal mobility. The Financial Advisor & Planner role involves assisting Personal Wealth investment clients with financial matters, ensuring high client satisfaction and retention through proactive communication and relationship management. Responsibilities • 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 • Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication • Act as liaison between clients & various internal groups/departments to serve clients • Discuss 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, and education planning • Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans • Effectively coordinate with operational teams for client-related administrative issues Skills • Bachelor's degree or higher in business, finance, or related field • FINRA Series 7, 63, and 65 registrations required • FINRA fingerprinting required upon hire • 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 • 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 Benefits • 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Company Overview • EMPower is a non-governmental agency for social well being. It was founded in 1891, and is headquartered in Greenwood Village, Colorado, USA, with a workforce of 10001+ employees. Its website is Apply tot his job Apply tot his job