A remote role at Empower.
How Sydicom helps: we read this listing’s requirements and tune your CV and cover letter to the keywords its ATS (Workday) is scanning for, for candidates in United States, then help you apply.
Original listing text, shown exactly as published by the company.
•
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
•
Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
•
Act as liaison between clients & various internal groups/departments to serve clients
•
Discuss 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, and education planning
•
Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
•
Effectively coordinate with operational teams for client-related administrative issues
What you will bring
•
Fluency (reading, writing, and speaking) in English and Spanish
•
Bachelor’s degree or higher in business, finance, or related field
•
4+ years financial services experience with a proven track record of successful relationship building in a business setting
•
High-level knowledge of current investment products and industry services
•
Proven track record in relationship management and customer satisfaction
•
CURRENT FINRA Series 7, 63, and 65 registrations required
•
FINRA fingerprinting required upon hire
What will set you apart
•
2 - 4 years of experience demonstrating the ability to reach set performance goals
•
Exceptional verbal and written communication skills
•
Empower
Other
36 open roles on Sydicom
Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
Generated by Sydicom AI
