Financial Services Representative
4 days ago
Empower Retirement is seeking a highly motivated and experienced Financial Services Representative to join our team as an Associate Financial Advisor - Advisory Services Outbound. In this role, you will be responsible for proactively reaching out to plan participants to educate them on new campaigns and deliver services through our advanced tools and technology.
Key Responsibilities- Client Engagement: Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Financial Planning: Provide personalized financial planning and investment advice to clients, including retirement planning, wealth management, and investment strategies.
- Product and Service Offerings: Educate clients on our product and service offerings, including managed accounts, brokerage IRA's, and taxable retail accounts.
- Trading and Investment: Trade equities, bonds, options, and ETF's on behalf of clients, while adhering to compliance and risk procedures.
- Documentation and Record-Keeping: Maintain accurate and detailed records of client interactions, including conversations, agreements, and transactions.
- Team Collaboration: Work closely with other teams, including Financial Wellness, Planning, and Advisory Services, to ensure seamless delivery of services to clients.
- Experience: 2 years of experience in the financial industry, with a focus on financial planning, wealth management, and investment services.
- Licenses and Certifications: General securities license, FINRA 7, 65, and 63 registrations, and FINRA fingerprinting.
- Education: Bachelor's degree or equivalent work experience.
- Skills: Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Competitive Compensation: Base salary range of $58,000 to $72,000, with opportunities for bonuses and sales incentives.
- Benefits: Comprehensive benefits package, including medical, dental, vision, and life insurance, as well as retirement savings and tuition reimbursement.
- Culture: Collaborative and inclusive work environment, with a focus on employee growth and development.
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