Remote Personal Wealth Advisor & Planner

Empower Retirement, LLC; Overland Park (KS); Hybride; USD 60 000 - 84 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision and life保险

401(k) plan with company matching

Paid time off and holidays

Volunteer time

Résumé du poste

Empower Retirement, LLC is seeking a Financial Advisor & Planner to act as the primary contact for a book ofPersonal Wealth clients enrolled in the Premier and brokerage accounts. You will deliver proactive financial planning and guidance, ensuring client satisfaction and retention across a broad range of investment topics.

The role emphasizes education, timely responsiveness, and collaboration with planning specialists to craft holistic plans.

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.
• FINRA fingerprinting required upon hire.

Responsabilités

• Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and expanding assets through proactive education and responsive communication.
• 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 planning specialists on complex financial plans and coordinate with operations for client issues.

Connaissances

Relationship management

Communication

Financial planning

Investment product knowledge

Formation

Bachelor's degree in business/finance or related field

Description du poste

Empower Retirement, LLC is seeking a Financial Advisor & Planner to act as the primary contact for a book ofPersonal Wealth clients enrolled in the Premier and brokerage accounts. You will deliver proactive financial planning and guidance, ensuring client satisfaction and retention across a broad range of investment topics.

The role emphasizes education, timely responsiveness, and collaboration with planning specialists to craft holistic plans.