What you will do

• The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness.
• Comprehensive relationship management via phone conversations, email communication, and in-person meetings. Client interaction is both proactive and reactive.
• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.
• Effectively coordinate with operational teams for client-related administrative issues.
• Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country.

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What you will bring

• FINRA Series 65 or equivalent required
• High-level knowledge of current investment products and industry services
• Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics
• Proven track record in relationship management and customer satisfaction
• An ability to clearly explain the ‘Personal Strategy’ investment strategy to clients and hold portfolio, market, and economic discussions
• Experience with managing a book of clients, focused on direct high-net worth client communication within the investment advisory field
• College degree or extensive industry experience required
• Must possess a clean U4 record. FINRA fingerprinting required

What will set you apart

• CFP preferred
• The ability to thrive in a fast-paced, growing organization
• The ability to compare and contrast the benefits and suitability of different investment options and products
• Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
• Strong interpersonal skills, team-oriented, and collaborative

***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.***

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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) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Job Posting End Date at 12:01 am on:

12-30-2025

***If interested in this role, contact tonya.horn@empower.com.  When applying, selected AAAA from the drop-down menu when asked how you heard about this role. ***