Bilingual Senior Financial Advisor & Planner - Wealth Management/Personal Strategy

Empower; United States; Remote; USD 64,000 - 91,000; Full time

Job summary

Join a forward-thinking company as a Bilingual Senior Financial Advisor & Planner, where you'll empower clients on their financial journeys. This role focuses on providing exceptional service to a select group of clients, ensuring their financial well-being through proactive planning and guidance. With a commitment to work-life balance and a vibrant workplace culture, you'll have the opportunity to grow your career while making a meaningful impact in the lives of clients. If you're passionate about financial advisory and thrive in a collaborative environment, this is the perfect opportunity for you.

Benefits

Medical, dental, vision and life insurance

401(k) with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Business-casual environment

Qualifications

• Ability to speak Spanish fluently and hold a clean U4 record.
• Demonstrated financial planning acumen and investment product knowledge.

Responsibilities

• Provide high-level service to clients and manage a book of clients.
• Coordinate with internal teams and provide holistic financial planning.

Skills

Fluent in Spanish

Financial Planning

Relationship Management

Client Satisfaction

Investment Products Knowledge

Education

College Degree

CFP Certification

Job description

Bilingual Senior Financial Advisor & Planner - Wealth Management/Personal Strategy

Job Overview

Apply remote type Remote - Nationwide locations Nationwide Remote time type Full time posted on Posted 5 Days Ago time left to apply End Date: February 15, 2025 (5 days left to apply) job requisition id R.0050711

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.

We are currently interviewing to hire for a potential class to start late March/April

As a Bilingual Senior Financial Advisor & Planner, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assist 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.

Responsibilities

• 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.

Qualifications

• Ability to speak Spanish fluently
• FINRA Series 65 or equivalent required
• Must possess a clean U4 record. FINRA fingerprinting 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

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

What We Offer You

• 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 identities such as race, ethnicity, gender, ability, military status and sexual orientation.

***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.***

Base Salary Range: $64,300.00 - $90,850.00

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.