Holistic Wealth Advisor & Planner

Empower Retirement; United States; On-site; USD 60,000 - 84,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Financial advisory services

Tuition reimbursement

Casual dress code

Paid time off

Paid holidays

Floating holidays

Volunteer time

Job summary

Empower Retirement is seeking a Financial Advisor & Planner to support its Personal Wealth clients with comprehensive financial planning and guidance. You will act as the primary contact for a defined client book, focusing on retention, education, and proactive service to help clients achieve their financial goals.

The role requires a four-plus year track record in financial services, FINRA registrations (7, 63, 65), and the ability to discuss retirement, savings strategies, and education

Qualifications

• Bachelor's degree in business, finance, or related field.
• 4+ years financial services experience with a proven track record of successful relationship building.
• High-level knowledge of current investment products and industry services.
• Proven track record in relationship management and customer satisfaction.
• FINRA Series 7, 63, and 65 registrations required.
• Fingerprinting required upon hire.

Responsibilities

• Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets and garnering additional assets through proactive education and responsiveness.
• Provide proactive and reactive comprehensive relationship management via phone and email.
• Act as liaison between clients and internal groups to serve clients.
• Discuss portfolio, market, and economic topics with clients.
• Provide holistic financial planning on retirement, savings, and education planning.
• Collaborate with financial planning specialists on complex planning issues.
• Coordinate with operational teams for client-related administrative issues.

Skills

Relationship management

Customer service

Communication skills

Financial planning

Investment knowledge

Education

Bachelor's degree in business/finance

Job description

Empower Retirement is seeking a Financial Advisor & Planner to support its Personal Wealth clients with comprehensive financial planning and guidance. You will act as the primary contact for a defined client book, focusing on retention, education, and proactive service to help clients achieve their financial goals.

The role requires a four-plus year track record in financial services, FINRA registrations (7, 63, 65), and the ability to discuss retirement, savings strategies, and education