Remote Financial Advisor & Planner, Personal Wealth

Empower Retirement; Greenwood Village (CO); On-site; USD 60,000 - 84,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Job summary

Empower Retirement in Colorado is seeking a seasoned Financial Advisor & Planner to manage a book of Personal Wealth clients enrolled in Premier and brokerage programs. You will deliver proactive financial planning and responsive client service to drive retention and asset growth.

The role emphasizes client satisfaction, retention, and cross-selling opportunities across financial products, with a focus on retirement planning and education strategies.

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 in a business setting.
• Current FINRA Series 7, 63, and 65 registrations required.
• FINRA fingerprinting required upon hire.

Responsibilities

• Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and growing assets through proactive education and responsiveness.
• Provide proactive and reactive relationship management via phone conversations and email.
• Act as liaison between clients and internal groups to serve clients.
• Discuss portfolio, market, and economic considerations with clients.
• Provide holistic financial planning on retirement, savings strategies, and education planning.
• Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.

Skills

Relationship management

Financial services

Client communication

Networking

Education

Bachelor's degree in business, finance, or related field

Job description

Empower Retirement in Colorado is seeking a seasoned Financial Advisor & Planner to manage a book of Personal Wealth clients enrolled in Premier and brokerage programs. You will deliver proactive financial planning and responsive client service to drive retention and asset growth.

The role emphasizes client satisfaction, retention, and cross-selling opportunities across financial products, with a focus on retirement planning and education strategies.