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Financial Advisor

Financial Advisor

EmpowerWest Palm Beach, FL, United States
18 hours ago
Job type
  • Full-time
Job description

Join our mission to transform financial lives while enjoying a supportive and flexible work environment. At Empower, we believe that the key to financial freedom starts with empowering our associates to pursue their own career paths. We celebrate internal mobility and emphasize well-being, purpose, and work-life balance. Our culture fosters inclusion and community involvement, with thousands of volunteer hours dedicated to meaningful causes.

As a Financial Advisor at Empower, you will play a critical role in guiding our clients towards achieving their financial goals. Your expertise will be instrumental in providing in-depth financial guidance and personalized strategies that reflect our commitment to improving financial wellness.

Key Responsibilities :

  • Deliver comprehensive financial plans that result in measurable outcomes for clients.
  • Engage in proactive conversations to understand client needs and identify suitable Empower solutions.
  • Educate clients on investment options, savings strategies, retirement income planning, and more.
  • Serve as an Investment Adviser Representative, providing tailored investment recommendations.
  • Utilize the CONSULT model to build trust and help participants make informed financial decisions.
  • Facilitate seamless client transactions and document interactions accurately using Salesforce.
  • Share insights and success stories to contribute to a culture of learning.
  • Provide exceptional service to clients throughout their financial journeys.

What You Will Bring :

  • Bachelor's degree or equivalent experience (MBA preferred).
  • Certified Financial Planner (CFP) designation required.
  • FINRA Series 7, 63, and 65 registrations required.
  • A minimum of 3 years in financial services or the 401(k) industry, with at least 2 years in financial planning.
  • Strong analytical skills to communicate the client's complete financial picture.
  • What Makes You Stand Out :

  • A passion for helping clients achieve their goals and a results-oriented mindset.
  • Strong consultative skills to match client needs to Empower's offerings.
  • Excellent communication and organizational skills to build trust with clients.
  • Proactive in identifying opportunities and following through.
  • Experience achieving sales goals in a client-focused environment.
  • Comfortable using digital tools and financial planning software.
  • Ability to work collaboratively in a team environment.
  • A commitment to empowering participants toward financial confidence.
  • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

    What We Offer :

  • Comprehensive medical, dental, vision, and life insurance benefits.
  • 401(k) with generous company matching contributions.
  • Tuition reimbursement of up to $5,250 annually.
  • Business-casual dress code.
  • Generous paid time off including holidays and floating holidays.
  • Paid volunteer time – 16 hours per year.
  • Leave programs including parental leave and disability leave.
  • Base Salary Range : $85,600.00 - $120,925.00. Actual compensation may vary based on experience and geographic location.

    We are proud to be an equal opportunity employer. All individuals are encouraged to apply, regardless of personal characteristics.

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    Financial Advisor • West Palm Beach, FL, United States

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