A remote role at Empower.
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Original listing text, shown exactly as published by the company.
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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
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Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
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Act as liaison between clients & various internal groups/departments to serve clients
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Discuss portfolio, market, and economic discussions
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Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning
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Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
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Effectively coordinate with operational teams for client-related administrative issues
What you will bring
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Fluency (reading, writing, and speaking) in English and Spanish
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Bachelor’s degree or higher in business, finance, or related field
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4+ years financial services experience with a proven track record of successful relationship building in a business setting
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High-level knowledge of current investment products and industry services
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Proven track record in relationship management and customer satisfaction
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CURRENT FINRA Series 7, 63, and 65 registrations required
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FINRA fingerprinting required upon hire
What will set you apart
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2 - 4 years of experience demonstrating the ability to reach set performance goals
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Exceptional verbal and written communication skills
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Empower
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Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
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