Senior Financial Advisor – Wealth Management, Personal Strategy

Job Description: • Assist Empower's Personal Wealth investment clients on a wide range of financial matters • Act as the quarterback & primary point of contact for a book of clients assigned directly • Provide an outstanding client experience via proactively driving financial planning + guidance • Be responsive/available to reactive client needs, and effectively communicate clients’ portfolio strategies • Client interaction is both proactive and reactive • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning • 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 Requirements: • FINRA Series 65 or equivalent required • High-level knowledge of current investment products and industry services • Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics • Proven track record in relationship management and customer satisfaction • An ability to clearly explain the ‘Personal Strategy’ investment strategy to clients and hold portfolio, market, and economic discussions • Experience with managing a book of clients, focused on direct high-net worth client communication within the investment advisory field • College degree or extensive industry experience required • Must possess a clean U4 record.

FINRA fingerprinting required. Benefits: • Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.

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