Lead Wealth Management Consultant

1 week ago

Austin, Texas, United States Empower Retirement Full time
Elevate Your Career with Empower Retirement

Join a dynamic organization dedicated to transforming the financial futures of our clients. As a key player in our team, you will contribute to helping individuals achieve their long-term financial aspirations and provide tailored wealth management solutions.

In this role, you will enjoy a fulfilling work environment that promotes inclusivity and allows you to support meaningful causes. Your journey towards a rewarding career begins here.

This position offers the flexibility of remote work along with a competitive incentive compensation structure in addition to the base salary.

Position Overview:
The Lead Wealth Management Consultant (also referred to as Senior Financial Advisor - Investment Services - Workplace) collaborates with individual clients to create actionable plans that align with their financial objectives and consolidate their assets with Empower.

Utilizing your professional licenses, certifications, and cutting-edge financial tools, you will gain a comprehensive understanding of client needs and provide effective solutions to enhance their financial well-being.

In this capacity, you will not be responsible for managing a personal portfolio but will focus on delivering solutions tailored to our clients.

A successful Consultant will adeptly engage in meaningful discussions with clients about the advantages of consolidating their accounts to achieve their financial goals efficiently.

Success in this role is measured by the effective consolidation of external accounts.


Key Responsibilities:
  • Build and nurture relationships by attentively addressing client needs while maximizing the benefits of Empower's products and services.
  • Conduct scheduled meetings to identify external asset opportunities, successfully close on identified opportunities, and facilitate the onboarding of these assets.
  • Exhibit comprehensive knowledge of goal-oriented planning by proposing solutions for various savings objectives, including education funding, retirement savings, and other long-term financial goals.
  • Implement Empower's conversational framework and interactive planning tools to assess participant needs and outline appropriate next steps.
  • Effectively manage your time and pipeline to prioritize daily tasks based on client needs and the potential for expanding relationships with Empower.
  • Oversee the process using SalesForce CRM to document client interactions, follow up diligently during the account transfer process, and pursue outstanding opportunities.
  • Collaborate with relationship management and advisory teams to prioritize meetings aimed at consolidating external assets and ensure a seamless transition back to the relationship management team post-closure.
  • Achieve bi-monthly sales and conversation targets to qualify for incentive compensation.
  • Perform additional duties as assigned, which may include participation in staff meetings, product training sessions, and compliance with federal and state regulations related to securities and insurance.

Qualifications:
  • A Bachelor’s degree or an equivalent combination of education and professional experience.
  • A minimum of 3 years of experience in the financial industry with a proven track record of sales success.
  • Exceptional listening, communication, and presentation skills.
  • Thorough understanding of retail investment options and qualified retirement plans.
  • Possession of FINRA Series 7, 63, and 65 (or 66) registrations is required.
  • FINRA fingerprinting is also required.

What Sets You Apart:
  • A genuine passion for assisting mass-affluent clients in structuring and achieving their intermediate to long-term savings goals.
  • A self-motivated individual with the ambition to excel in a fast-paced, senior sales environment.
  • A willingness to quickly learn and apply new financial tools, systems, and conversational standards.
  • A team-oriented and client-focused mindset that contributes to Empower's outstanding culture and customer-centric values.
  • Excellent organizational and interpersonal skills, along with a solid understanding of retirement plans.

Benefits:

We provide a comprehensive array of inclusive benefits to support your career journey. We believe that enabling our employees to maintain a healthy work-life balance leads to optimal performance.

  • Medical, dental, vision, and life insurance.
  • Retirement savings options, including a 401(k) plan with generous company matching contributions, financial advisory services, and a diverse investment lineup.
  • Tuition reimbursement up to $5,250 per year.
  • A business-casual work environment with the option to wear jeans.
  • Generous paid time off, including a paid time off program, ten paid company holidays, and three floating holidays each year.
  • Paid volunteer time of 16 hours per calendar year.
  • Leave of absence programs, including paid parental leave and short- and long-term disability.

At Empower, we are committed to fostering a diverse and inclusive workplace. We encourage all individuals, regardless of personal characteristics, to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, sex, sexual orientation, gender identity, disability, or any other status protected by applicable law.


Remote Work Requirements:

For remote positions, you must have reliable high-speed internet with a wired connection and a designated workspace in your home that minimizes disruptions. Necessary computer equipment will be provided. You may be required to work in the office if your home environment does not meet the necessary standards.

  • Senior Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your Role As a key member of our Wealth Advisory team, the Wealth Consultant Partner plays a vital role in delivering personalized service and ongoing support tailored to the wealth management needs of ultra-high-net-worth clients. Collaborating closely with the Wealth Advisor, you will provide outstanding service, foster and enhance client relationships,...

  • Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States augmentjobs Full time

    Position OverviewJob Title: Wealth Management ConsultantPosition SummaryAs a Wealth Management Consultant, you will offer expert financial advice and investment strategies to clients, assisting them in reaching their financial aspirations. Your role will involve evaluating market dynamics, formulating tailored investment plans, and fostering robust client...

  • Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States Corebridge Financial Full time

    Wealth Management Consultant Corebridge Financial stands as a premier provider of financial advisory services aimed at empowering community members. Our mission is to assist individuals in making crucial decisions that safeguard their financial future and effectively navigate the complexities of life. Our diverse range of offerings includes life insurance,...

  • Client Relationship Wealth Consultant

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your Role As a vital member of our Wealth Advisory team, the Wealth Consultant Partner plays a crucial role in delivering personalized service and ongoing assistance for the wealth management requirements of ultra-high net worth clients. Collaborating closely with the Wealth Advisor, the Wealth Consultant Partner is responsible for providing outstanding...

  • Wealth Management Consultant

    1 week ago

    Austin, Texas, United States Fidelity Investments Full time

    Financial Advisor at Fidelity InvestmentsIf you are dedicated to enhancing clients' financial well-being, this position is ideal for you. Join a team at Fidelity Investments, a distinguished leader in the financial services sector, where the emphasis is on cultivating significant relationships with clients rather than mere transactions. As a Financial...

  • Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States BOK Financial Full time

    Position Overview:The Private Wealth Advisor plays a pivotal role in cultivating, nurturing, and enhancing relationships with affluent individuals, families, trusts, and similar entities associated with BOK Financial Wealth, Inc. (BOKF). This role involves guiding clients in identifying suitable investment strategies and portfolio allocations tailored to...

  • Wealth Management Consultant

    1 week ago

    Austin, Texas, United States BOK Financial Full time

    Position Overview:The Private Wealth Advisor plays a crucial role in cultivating, sustaining, and enhancing relationships with affluent individuals, families, trusts, and similar entities within BOK Financial Wealth, Inc. (BOKF). This position involves assisting clients in identifying suitable investment strategies and optimizing their portfolio...

  • Senior Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States Bank of Oklahoma Full time

    Position OverviewCompensation Structure: Performance-Based BonusAbout Us: A career with Bank of Oklahoma offers unique opportunities and advantages that stem from being part of a reputable leader in the financial services industry.Role Responsibilities:Collaborate with a dynamic and enthusiastic team.Provide expert guidance in wealth management and financial...

  • Senior Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States Bank of America Full time

    Position Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which reflects our commitment to our clients, employees, communities, and shareholders.Our dedication to creating a diverse and inclusive environment is paramount, as we value individuals from various...

  • Senior Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States Bank of Oklahoma Full time

    Position OverviewAs a key player in the wealth management sector, you will engage with a diverse clientele, providing tailored financial solutions that align with their unique goals.Key ResponsibilitiesDevelop and maintain strong relationships with high-net-worth individuals.Offer expert advice on investment strategies, estate planning, and financial...

  • Wealth Management Consultant

    1 week ago

    Austin, Texas, United States BOK Financial Full time

    Position Overview:The Private Wealth Advisor plays a crucial role in cultivating, sustaining, and enhancing connections with affluent individuals, families, trusts, and similar entities associated with BOK Financial Wealth, Inc. (BOKF). This position involves advising clients on suitable investment strategies and portfolio allocations, ensuring alignment...

  • Wealth Management Professional

    4 days ago

    Austin, Texas, United States Equitable Services Full time

    About Equitable ServicesWe are a leading wealth management firm dedicated to helping our clients achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to individuals and businesses, empowering them to make informed decisions about their financial futures.Our TeamOur team of experienced financial professionals...

  • Financial Wealth Consultant

    2 weeks ago

    Austin, Texas, United States augmentjobs Full time

    Job DescriptionPosition Title: Wealth Management AdvisorOverview:As a Wealth Management Advisor, you will play a crucial role in assisting affluent clients with the management and enhancement of their financial assets. Your expertise will be instrumental in crafting tailored financial strategies, suggesting investment avenues, and providing continuous...

  • Financial Wealth Consultant

    2 weeks ago

    Austin, Texas, United States augmentjobs Full time

    Job DescriptionPosition Title: Wealth Management AdvisorPosition Overview:Provide expert guidance to affluent clients in the management and enhancement of their financial assets. Formulate detailed financial strategies, suggest investment options, and deliver continuous support to assist clients in reaching their financial aspirations. Remain knowledgeable...

  • Senior Vice President of Wealth Management

    1 week ago

    Austin, Texas, United States Realized Holdings Inc Full time

    Job DescriptionPosition: Vice President – Wealth ManagementCompany: Realized Holdings IncClassification: ExemptPosition Type: Full TimeReporting To: Stephanie ElliottOverviewThe Vice President of Wealth Management will oversee a portfolio of high-net-worth clients, including individuals, entities, Broker Dealers, and Registered Investment Advisors (RIAs)....

  • Senior Vice President of Wealth Management

    1 week ago

    Austin, Texas, United States Realized Holdings Inc Full time

    Job OverviewPosition: Vice President – Wealth ManagementCompany: Realized Holdings IncClassification: ExemptPosition Type: Full TimeReporting To: Stephanie ElliottRole SummaryThe Vice President will oversee a portfolio of sophisticated clients, including individuals, entities, Broker Dealers, and Registered Investment Advisors (RIAs) who are looking for...

  • Senior Wealth Management Advisor

    1 day ago

    Austin, Texas, United States Weaver Full time

    About the RoleWeaver, a leading national accounting, advisory, and consulting firm, is seeking a highly skilled Senior Wealth Advisor to join our growing Capital Advisory team. As a Senior Wealth Advisor, you will play a critical role in developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families,...

  • Senior Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States Bank of Oklahoma Full time

    Position OverviewAs a vital member of the Bank of Oklahoma, you will engage in a rewarding career that offers a unique blend of opportunities and advantages associated with a reputable financial institution.Key ResponsibilitiesCollaborate with a dynamic team of professionals committed to delivering exceptional client service.Provide expert guidance in wealth...

  • Junior Wealth Management Advisor

    2 weeks ago

    Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition: Junior Wealth Management AdvisorAs a Junior Wealth Management Advisor, you will work closely with experienced wealth management professionals to provide tailored financial solutions to affluent clients. Your responsibilities will include assisting in client relationship development, conducting portfolio assessments, and engaging in...

  • Executive Director of Investment Property Wealth Management

    6 days ago

    Austin, Texas, United States Realized Full time

    Job SummaryThis position will manage high-net-worth clients, entities, and businesses seeking guidance with transitioning from direct investment property to diversified portfolios of interests in institutional-quality properties using Tax Optimized Real Estate (TORE) solutions to generate passive income.This position will serve as a subject matter expert in...