[Remote] Senior Financial Advisor & Planner - Wealth Management/Personal Strategy at Empower

Seattle, Washington, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

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
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

Responsibilities

Provide extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets
Comprehensive relationship management via phone conversations, email communication, and in-person meetings
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 retirement planning, savings strategies, and education planning
Effectively coordinate with operational teams for client-related administrative issues
Potentially assist in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country

Skills

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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