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Lead Financial Advisor

2 months ago

Greenwood Village, Colorado, United States Empower Full time

Overview: As a key member of the Empower Personal Wealth sales team, you will play a crucial role in assisting clients with their financial aspirations and retirement planning.

Role Responsibilities:

  • Provide expert guidance to clients regarding their retirement savings options, including 401(k) and IRA products.
  • Deliver personalized support over the phone during significant life events, such as employment transitions.
  • Educate clients on the specifics of their retirement plans, helping them compare various options.

Qualifications:

  • A Bachelor's degree or a relevant combination of education and professional experience.
  • Possession of current FINRA licenses or the ability to obtain FINRA 7 & 63 registrations within established timelines.
  • Prior experience in inbound or phone-based sales is preferred.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) is essential.
  • Ability to quickly adapt to new systems; familiarity with Salesforce is advantageous.
  • Strong understanding of IRAs and retirement investment products/services.

Work Environment: This position offers the flexibility of remote work.

Benefits:

  • Comprehensive medical, dental, vision, and life insurance.
  • 401(k) plan with generous company matching contributions.
  • Tuition reimbursement up to $5,250 annually.
  • Business-casual dress code with the option to wear jeans.
  • Generous paid time off, including holidays and floating holidays.
  • Leave of absence programs, including paid parental leave and disability leave.

Diversity Commitment: We are dedicated to fostering a diverse workplace and encourage all qualified applicants to apply.

Remote Work Requirements: Candidates must have reliable high-speed internet and a suitable home workspace.