Premier Wealth Associate
4 weeks ago
As a Premier Wealth Associate, you will provide exceptional service to Empower's retail clients, supporting them with account management and trading across various financial products. You will leverage your expertise in financial markets and customer service to enhance client experiences while uncovering leads for additional business opportunities. With a focus on work-life balance and internal mobility, this role allows you to grow your career in a flexible, inclusive environment.
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As a Premier Wealth Associate, you will support new and existing Empower clients on all retail products and account types in an inbound call center environment. You'll have expertise and experience servicing Empower clients and be a subject matter expert with Empower's systems and platforms.
The core business hours for this position are 9:30 am - 6:00 pm Mountain time.
What you will do
Provide exceptional service and support to Empower's retail customers while effectively explaining retirement concepts in an easy-to-understand manner
Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower's retail products
Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting
Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up
Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications
Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities
What you will bring
Bachelor's Degree required
2+ years of financial customer service experience
Experience trading in equities, fixed income and options
FINRA Series 7 and Series 63 required, as well as FINRA fingerprinting
What will set you apart
Strong written, verbal and presentation skills
Strong technological skills
and an ability to multi-task across systems
Past brokerage and mutual fund trading experience
Retail, IRA and/or 401K customer service experience
Strong customer service background with a firm understanding of the diverse operational and investment needs of our customers
Knowledge of current financial markets and retirement account operations is necessary
#PJPW
#LI-Remote
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
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 6%), 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 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) - 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.
Base Salary Range
$49,300.00 - $67,825.00
The salary range above shows the typical 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.
Equal opportunity employer
•
Drug-free workplace
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.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
03-10-2025
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Workplace Flexibility:
Remote - Nationwide
Keywords:
wealth associate, financial services, customer service, trading, retirement accounts, brokerage, financial markets, client support, Equity and ETF, financial advisor
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