Job Description

Financial Advisor & Planner – Brokerage/Premier Accounts at Empower summary:

The Financial Advisor & Planner – Brokerage/Premier Accounts provides personalized financial planning and investment guidance to Premier and brokerage clients with assets under management between $100k-$250k. This role focuses on delivering exceptional client experiences, maintaining client relationships, and collaborating with internal teams to address client needs. Key responsibilities include holistic financial planning, client retention, proactive communication, and supporting the growth of clients’ financial portfolios.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Financial Advisor & Planner – Brokerage/Premier, assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service.

This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual Client AUM from $100k - $250k) 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 what clients can get from their relationship with Empower.

Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial services. Significant emphasis is placed on client retention & satisfaction.

What yo u 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, and email communication. Client interaction is both proactive and reactive.
• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
• An ability to clearly 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. 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.

What you will bring

• Bachelor’s Degree or higher in business, finance, or related field.
• FINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelines.
• FINRA Fingerprinting required.

What will set you apart

• 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.
• 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.***

#LI-Remote

#PJPW2

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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$58,500.00 - $82,650.00

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 at 12:01 am on:

07-04-2025

Want the latest money news and views shaping how we live, work and play? Sign up for Empower’sfree newsletterand check outThe Currency.

Workplace Flexibility: Remote - Nationwide

Keywords:

financial planning, investment advisory, client relationship management, brokerage accounts, retirement planning, asset management, financial advisory services, client retention, wealth management, financial guidance

Job Tags

Holiday work, Full time, Temporary work, Work experience placement, Casual work, Local area, Remote job, Work visa, Flexible hours,

Similar Jobs