Lead Financial Consultant

2 weeks ago

Littleton, Colorado, United States Empower Full time

Advance your career with a dynamic organization

At Empower, we are dedicated to assisting individuals in achieving their long-term financial aspirations and offering tailored wealth management solutions. Every team member plays a vital role in positively impacting the lives of our clients. Job satisfaction is paramount, and you will find the freedom to support meaningful causes while enjoying a truly inclusive workplace. Your journey begins here.

We are in the process of interviewing candidates for future opportunities.

As a Senior Financial Advisor & Planner, you will provide support to Empower's Personal Wealth investment clientele on a diverse array of financial topics, particularly those enrolled in the Personal Strategy managed asset program.

This position serves as the primary contact for a designated group of clients (no prospecting required) within the mass affluent segment (Individual Client AUM ranging from $250k to $1m), ensuring an exceptional client experience. You will proactively drive financial planning and guidance, remain responsive to client needs, and effectively communicate portfolio strategies.

Success in this role is evaluated through various metrics, including client satisfaction, retention rates, wallet share growth, and client referrals, with a strong emphasis on client loyalty and contentment.

Key Responsibilities

  • Deliver a superior level of service to Empower Personal Wealth clients, focusing on asset retention and growth through proactive communication and education.
  • Manage client relationships through phone, email, and in-person interactions, addressing both proactive and reactive needs.
  • Act as a liaison between clients and various internal departments to enhance client service.
  • Provide comprehensive financial planning across a wide range of topics, including retirement, savings, and education planning, and collaborate with specialists on complex issues as needed.
  • Coordinate with operational teams to resolve client-related administrative matters.
  • Possibly assist in training new Financial Advisors and conducting presentations for client groups nationwide.

Qualifications

  • FINRA Series 65 or equivalent certification is mandatory.
  • In-depth knowledge of current investment products and industry services.
  • Demonstrated expertise in financial planning across various topics.
  • Proven success in relationship management and client satisfaction.
  • Ability to clearly articulate the 'Personal Strategy' investment approach and engage in discussions regarding portfolios, markets, and economic trends.
  • Experience managing a client portfolio with a focus on high-net-worth communication in the investment advisory sector.
  • A college degree or extensive industry experience is required.
  • Must maintain a clean U4 record; FINRA fingerprinting is required.

Preferred Attributes

  • CFP designation is preferred.
  • Ability to excel in a fast-paced, growing environment.
  • Capability to analyze and compare different investment options and products.
  • Strong operational and organizational skills, with the ability to manage multiple tasks efficiently.
  • Excellent interpersonal skills, with a collaborative and team-oriented approach.

Applicants must be authorized to work for any employer in the U.S. Sponsorship for employment visas is not available at this time.

What We Offer

We provide a comprehensive range of diverse and inclusive benefits to support our employees' well-being and work-life balance.

  • Medical, dental, vision, and life insurance.
  • Retirement savings options, including a 401(k) plan with generous company matching contributions, financial advisory services, and a wide investment selection.
  • Tuition reimbursement up to $5,250 per year.
  • A business-casual work environment with flexible dress options.
  • Generous paid time off, including a paid time off program, company holidays, and floating holidays.
  • Paid volunteer time, allowing for community engagement.
  • Leave of absence programs, including paid parental leave and disability options.
  • Business Resource Groups (BRGs) that foster community and support around shared interests and identities.

Base Salary Range

$63,000 - $89,125. The salary range reflects the typical minimum to maximum base salary for this position. Non-sales roles may participate in a bonus program, while sales positions may be eligible for additional incentives based on performance. Actual compensation may vary based on location, experience, education, and skill level, and will be finalized at the time of offer.

We are an equal opportunity employer committed to diversity. All individuals are encouraged to apply, and all qualified applicants will receive consideration for employment without regard to personal characteristics.

For remote and hybrid roles, reliable high-speed internet and a suitable workspace are required. Necessary equipment will be provided, and in-office work may be required if home conditions are inadequate.

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