[Remote] Senior Financial Advisor & Planner - Wealth Management, Premier/Brokerage at Empower

San Antonio, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

FINRA Series 7, 63, and 65 registrations required within corporate-established timelines
FINRA Fingerprinting required
Bachelor’s Degree or higher in business, finance, or related field
Exceptional verbal and written communication skills
Proven track record in relationship management and customer satisfaction
High-level knowledge of current investment products and industry services
Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
Strong interpersonal skills, team-oriented, and collaborative
Applicants must be authorized to work for any employer in the U.S. (no sponsorship)

Responsibilities

Assist Empower's Personal Wealth investment clients (Premier account program and brokerage service) with a wide range of financial matters as the primary point of contact for assigned book of mass affluent clients (AUM $250k - $1m)
Provide outstanding client experience by proactively driving financial planning and guidance, being responsive to reactive client needs, and effectively communicating relationship benefits
Perform comprehensive relationship management via phone conversations and email (both proactive and reactive)
Act as liaison between clients and various internal groups/departments within Empower Personal Wealth
Clearly discuss portfolio, market, and economic topics with clients
Provide holistic financial planning on subjects like retirement planning, savings strategies, and education planning (optionally collaborate with financial planning specialists on complex issues)
Coordinate with operational teams for client-related administrative issues
Retain assets under management and garner additional assets through diligent communication, proactive education, and responsiveness
Potentially assist in training new Financial Advisor hires and conducting presentations to groups of clients

Skills

Key technologies and capabilities for this role

Financial PlanningWealth ManagementClient Relationship ManagementInvestment AdvisoryBrokerage ServicesAsset RetentionCustomer Service

Questions & Answers

Common questions about this position

What licenses are required for this Senior Financial Advisor role?

FINRA Series 7, 63, and 65 registrations are required within corporate-established timelines, along with FINRA Fingerprinting.

What is the work arrangement or location policy for this position?

The company offers a flexible work environment.

What does the company culture emphasize at Empower?

Empower emphasizes purpose, well-being, work-life balance, internal mobility, and creating a welcoming and inclusive environment with opportunities for volunteering.

What education is required for this role?

A Bachelor’s Degree is required.

What makes a strong candidate for this Senior Financial Advisor position?

Strong candidates excel in comprehensive relationship management, proactive financial planning on topics like retirement and savings, clear discussions on portfolios and markets, and providing high levels of client service for retention and satisfaction.

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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