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Financial Advisor - Advisory Services

Company: Empower Retirement
Location: Glendale
Posted on: January 15, 2022

Job Description:

Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Investment Client Advisor is responsible for servicing individual AAG clients and in plan, taxable and IRA customers.. Dual Registration working with Taxable, IRA, and 401k, 457, 403b plans. Perform annual and mid year review for AAG clients. Enrollment and retention
What you will do
Educate and consult with plan participants on the Advisory Services available through their plan the methodology behind the services to assist the participant reach their retirement goals.
Must possess knowledge of the participant's financial portfolio objectives, asset composition and past historical information.
Must be able to explain and justify past returns in comparison to economic environment, while acknowledge goal of managed account services. Identifies, executes and follows up on opportunities to contract additional client assets while providing client retirement planning discussions.
Make assigned and proactive outbound calls, focusing on defined objectives set for outbound call campaigns. Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts.
Adheres to compliance/risk procedures and exhibits detailed attention to policy and procedures by focusing on the participant's best interest.
Will perform aspects of financial planning for customer
Must be general securities registered to open Brokerage IRA's and Taxable Retail accounts and perform trading in both accounts.
Trading equities, bonds, options, and ETF's (among others) is a function of this dual registered role.
Must be able to facilitate withdrawals and transfers of assets into taxable accounts and brokerage IRA's
Responsible for performing financial plans when appropriate for HNW plan customers.
Must be able to enroll participants in the managed account offering in the Empower Retail account.
Will respond to inquiries regarding the Empower Retail managed platform.
What you will bring
Bachelor's Degree and/or equivalent work experience.
FINRA Series 7, Series 65, Series 63 registrations and appropriate insurance licenses required within corporate-established timelines.
FINRA fingerprinting required.
CRPC preferred
What will set you apart
2 years Financial Industry Experience or recent college graduate with appropriate business/finance degree
Must be available to work during hours of 6 a.m. to 7 p.m. MST
Must be available to work overtime as needed
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
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 nine 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 52,000.00-68,000.00 Location
CA Remote We are an equal opportunity employer with a commitment to diversity. -All individuals, regardless of personal characteristics, are encouraged to apply. -All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Keywords: Empower Retirement, Glendale , Financial Advisor - Advisory Services, Accounting, Auditing , Glendale, Arizona

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