Client-Focused Investment Advisor: IRA & Brokerage Strategy

Empower Retirement, LLC

Overland Park (KS)

Hybrid

USD 55,000 - 76,000

Full time

4 days ago

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Benefits offered by this job

Medical insurance

401(k) with match

Tuition reimbursement

Casual dress code

Generous PTO

Volunteer time off

Leave of absence programs

BRGs

Job summary

Empower Retirement, LLC is seeking an Investment Advisor to service individual clients and brokerage customers within Empower’s taxable brokerage and IRA accounts. You will enroll new clients and conduct annual and mid-year reviews for existing clients.

You will provide direct best-interest investment advice to Premier IRA customers and execute brokerage trades for IRA and taxable brokerage customers. You will educate retail clients about advisory services, understand their financial goals, and

Qualifications

Bachelor's degree or equivalent work experience.
4+ years of financial customer service experience.
Brokerage and mutual fund trading experience.

Responsibilities

Educate retail clients on advisory services available through their plan and help them understand options for pursuing their retirement goals.
Develop an understanding of clients’ financial goals and explain applicable managed account service offerings.
Adhere to compliance and risk procedures, policies, and regulatory requirements while acting in the client’s best interest.
Perform aspects of financial planning for customers.
Identify client needs, leads, and opportunities for referral to the Wealth Advisor Team.
Drive new business opportunities.
Deliver an efficient and responsive client experience by taking ownership of client needs, providing accurate information, and conducting proactive follow-up.