Senior Financial Advisor & Planner, Private Client - Personal Strategy

CO Salary Range: USD 76,300.00 - 107,800.00 per year

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Future Start Date to be determined

The Sr. Financial Advisor & Planner, Private Client - Personal Strategy acts as the primary contact point for clients in the Personal Strategy offering within Empower Personal Wealth and provides a wide range of financial planning services for clients.

• 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.
• Comprehensive relationship management via phone/video conversations, email communication, and in-person meetings. Client interaction is both proactive and reactive.
• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
• An ability to clearly explain the 'Personal Strategy' investment methodology and portfolio strategies to clients and hold portfolio, market, and economic discussions.
• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, education planning, and more. This role will also collaborate with financial planning specialists on complex planning issues.
• 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.

• Bachelor's degree or extensive industry experience required
• FINRA Series 65
• FINRA Fingerprinting
• Experience with Private Client ($1m+ AUM) segment client communication within the investment advisory field.
• High-level knowledge of current investment products and industry services.
• Exceptional verbal and written communication skills.
• Proven track record in relationship management and customer satisfaction.

• 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.

• CFP®preferred

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.