Apply

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.

This is a unique opportunity for an investment advisory professional to contribute in the pioneering of investment sales team. This Financial Advisor position is responsible for the personalized, direct-to-client sales experience for Empower Personal Wealth’s Investment Services segment. The ideal candidate will execute on standards that redefine the existing industry landscape. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships.

What you will do

• Outbound phone prospecting and sales
• Following up on prospective client appointments set by internal Sales Associates
• Investment product personalization and suitability
• Ongoing involvement with existing clients to pursue additional investment opportunities
• Periodic client service efforts with existing clients
• Provide frequent and detailed client feedback to all members of the Personal Capital team
• Assist in the development of long term sales processes

What you will bring

• Series 65 or equivalent required.
• Expert, current knowledge of investment products and services.
• Exceptional verbal, written and listening 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, organizational and follow-up skills with the ability to manage and execute personalized, multi-step process for high-volume sales funnel.
• Ability to work primarily from a home office
• Experience with client operational aspect of investment advisory. Examples: (ACAT, IRA distributions).
• Strong interpersonal skills, team-oriented, and collaborative.
• Ability to work at the tactical and strategic level.

What will set you apart

• Proven Consumer-Direct Investment Advisory Sales Skills: End-to-end experience with all aspects of retail investment sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization.
• Remote Delivery: Exposure to web-based investment service delivery. Comfortable executing a remote-delivery sales model -- paperless, branchless, cloud-based infrastructure – and delivering a quality experience that is better than traditional, in-person sales.
• Compliance: Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. Possesses a clean U4 record.

***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:

11-26-2024