Remote Wealth Advisor & Planner for Clients

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Retirement 401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time off

Diversity and inclusion BRGs

Job summary

Empower Retirement in Colorado is seeking a Financial Advisor & Planner to manage a book of Personal Wealth clients with assets between $100k and $250k. You will drive proactive planning, respond to client needs, and communicate the value of our relationship-based approach.

The role emphasizes client retention, satisfaction, and opportunities to enroll in additional financial products, while navigating regulatory requirements and collaborative planning with specialists.

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.
• 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 upon hire.
• Exceptional verbal and written communication skills; interpersonal and collaborative abilities.

Responsibilities

• Provide extremely high level of service to Empower Personal Wealth clients, retain assets under management, and garner additional 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/departments to serve clients.
• Discuss portfolio, market, and economic discussions.
• Provide holistic financial planning on retirement, savings strategies, and education planning.
• Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.
• Coordinate with operational teams for client-related administrative issues.

Skills

Relationship building

Client service

Communication skills

Team collaboration

Investment knowledge

FINRA Series 7, 63, 65 registrations

FINRA fingerprinting

Education

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

Job description

Empower Retirement in Colorado is seeking a Financial Advisor & Planner to manage a book of Personal Wealth clients with assets between $100k and $250k. You will drive proactive planning, respond to client needs, and communicate the value of our relationship-based approach.

The role emphasizes client retention, satisfaction, and opportunities to enroll in additional financial products, while navigating regulatory requirements and collaborative planning with specialists.