Remote Financial Advisor & Planner: Client Growth & Planning

Empower; Greenwood Village (CO); Hybrid; USD 60,000 - 84,000; Full time

Benefits offered by this job

Medical, dental, vision and life 보험

401(k) with company matching

Tuition reimbursement up to $5,250/년

Casual dress code

Generous PTO + 10 holidays + floating 

Paid volunteer time

Parental leave and disability leave

BRGs

Job summary

Empower, a leading financial services firm in Colorado, seeks a Financial Advisor & Planner to manage a client book within the Premier and brokerage accounts. You will provide proactive financial planning, respond to client needs, and partner with internal teams to deliver outstanding service.

The role emphasizes client retention and satisfaction, with a base salary range and bonus opportunities; authorization to work in the U.S. is required. Remote/hybrid options may apply depending on location.

Qualifications

• Bachelor’s degree or higher in business, finance, or related field.
• 4+ years financial services experience with a proven track record of successful relationship building.
• Current FINRA Series 7, 63, and 65 registrations required.

Responsibilities

• Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
• Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
• Act as liaison between clients & various internal groups/departments to serve clients
• Discuss portfolio, market, and economic discussions
• Provide clients with holistic financial planning on retirement planning, savings strategies, and education planning
• Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
• Effectively coordinate with operational teams for client-related administrative issues

Skills

Relationship management

Financial services experience

Communication

Education

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

Job description

Empower, a leading financial services firm in Colorado, seeks a Financial Advisor & Planner to manage a client book within the Premier and brokerage accounts. You will provide proactive financial planning, respond to client needs, and partner with internal teams to deliver outstanding service.

The role emphasizes client retention and satisfaction, with a base salary range and bonus opportunities; authorization to work in the U.S. is required. Remote/hybrid options may apply depending on location.