Senior Financial Advisor – Wealth Management, Personal Strategy

Job Description: • Assist Empower's Personal Wealth investment clients on a wide range of financial matters • Act as the quarterback & primary point of contact for a book of clients assigned directly • Provide an outstanding client experience via proactively driving financial planning + guidance • Be responsive/available to reactive client needs, and effectively communicate clients’ portfolio strategies • Client interaction is both proactive and reactive • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning • Effectively coordinate with operational teams for client-related administrative issues • Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country Requirements: • FINRA Series 65 or equivalent required • High-level knowledge of current investment products and industry services • Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics • Proven track record in relationship management and customer satisfaction • An ability to clearly explain the ‘Personal Strategy’ investment strategy to clients and hold portfolio, market, and economic discussions • Experience with managing a book of clients, focused on direct high-net worth client communication within the investment advisory field • College degree or extensive industry experience required • Must possess a clean U4 record. FINRA fingerprinting required. Benefits: • Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Apply tot his job Apply To this Job