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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.

The Sr. Financial Advisor – Wealth Management (DTC) with Empower works with mainly prospects who are not yet Empower customers to ignite a plan to meet financial goals, consolidate assets with Empower and ultimately become an Empower retail investment client. The Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of prospects and provide solutions to improve their financial outlook. A successful Advisor effectively delivers excellent conversations with prospects regarding benefits of consolidating accounts to meet their financial goals. Results are measured by successful consolidation of outside accounts. Many of these conversations are scheduled by a team of associate advisors allowing the Advisor to spend the majority of their conversations giving direct recommendations and having impactful educational conversations.

What You Will Do:

• Cultivate mass-affluent relationships by prudently addressing prospect needs, while maximizing the use of Empower products and service benefits available.
• Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets.
• Deliver on goal-based targets to earn incentive compensation.
• Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long-term savings goal planning.
• Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps.
• Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed.
• Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives.

What You Will Bring:

• Bachelor's degree or an equivalent combination of education and professional work experience.
• 3+ years of financial industry experience with demonstrated success in exceeding goals.
• FINRA Series 65 required (or CFP®); FINRA fingerprinting required
• In-depth understanding of retail investment vehicles and investment account types.
• Expert, current knowledge of industry-wide investment products and services.
• Exceptional verbal, written and listening communication skills.
• Proven track record with influencing prospects and clients in the investment services industry.
• Excellent operational, organizational and follow-up skills with the ability to manage and execute personalized, multi-step process for high-volume asset growth funnel.
• Ability to work at both the tactical and strategic level.

What Will Set You Apart:

• Passion to help others reach financial freedom: Help show mass-affluent prospects how to better reach intermediate to long term savings goals.
• Self-motivated: Self-starter with the drive to thrive in a high velocity, senior asset growth environment.
• Coachable: Desire to learn and implement new financial tools, computer systems, and conversation models.
• Team-first and customer-first mentality: Preserve and enhance Empower’s customer-centric values and phenomenal culture.
• Remote Delivery: Exposure to web-based investment service delivery. Comfortable executing a remote-delivery asset growth model -- paperless, branchless, cloud-based infrastructure – and delivering a quality experience that is better than traditional, in-person engagements.

***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.***

***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.

• 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.

Base Salary Range

$70,000.00 - $92,500.00

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 • Drug-free workplace

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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

11-25-2024