Financial Advisor & Planner - Personal Strategy

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

As a Financial Advisor & Planner, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters. You'll effectively communicating clients' portfolio strategies and providing guidance on a variety of financial planning topics.

What you will do

Take the lead on comprehensive relationship management via phone conversations, email communication, and in-person meetings.

Act as liaison between clients and Empower's Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions.

Client education on investment philosophy and capital market functionality.

Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning. Also, work with our Financial Planning Specialist Team, who assist clients & advisors with more complex planning issues.

Coordinate with our Operations Team on client-related administrative issues.

What you will bring

Experience with direct high-net worth client communication within the investment advisory field.

High-level knowledge of current investment products and industry services.

Proven track record in relationship management and customer satisfaction.

College degree or extensive industry experience required.

Series 65 or equivalent required, CFPpreferred. Must possess a clean U4 record.

What will set you apart

The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness.

The ability to compare and contrast the benefits and suitability of different investment options and products.

Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment.

Strong interpersonal skills, team-oriented, and collaborative.

• 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, including CPT / OPT.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Base Salary Range

$58,500.00 - $82,650.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Equal opportunity employer

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Job Posting End Date at 12 : 01 am on :

11-05-2025

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