Premier Brokerage Wealth Advisor & Planner

Empower; United States; On-site; USD 58,500 - 82,650; Full time

Benefits offered by this job

Medical, dental, vision and life insurance

401(k) plan with company matching contributions

Tuition reimbursement

Generous paid time off

Paid volunteer time

Business Resource Groups for inclusion

Job summary

A financial services organization in the United States seeks a Financial Advisor & Planner to assist clients in achieving financial freedom. This full-time position requires a Bachelor’s degree in finance or related field and offers a range of inclusive benefits. The ideal candidate will excel in client relationship management and possess strong knowledge in investment products. A competitive salary and bonus potential are provided based on performance.

Qualifications

• Required to have FINRA Fingerprinting.
• Experience in financial advising beneficial.
• Authorized to work for any employer in the U.S.

Responsibilities

• Provide high-level service to clients, ensuring retention and satisfaction.
• Comprehensive relationship management via proactive and reactive communication.
• Act as liaison between clients and internal teams.
• Discuss portfolio and economic uncertainties clearly.
• Holistic financial planning assistance across various subjects.

Skills

High-level knowledge of current investment products

Exceptional verbal and written communication skills

Proven track record in relationship management

Operational and organizational skills

Strong interpersonal skills

Education

Bachelor’s Degree or higher in business, finance, or related field

Tools

FINRA Series 7, 63, and 65 registrations

Job description

A financial services organization in the United States seeks a Financial Advisor & Planner to assist clients in achieving financial freedom. This full-time position requires a Bachelor’s degree in finance or related field and offers a range of inclusive benefits. The ideal candidate will excel in client relationship management and possess strong knowledge in investment products. A competitive salary and bonus potential are provided based on performance.