Experienced Associate Financial Advisor – Advisory Services and Client Relationship Management Professional for Remote Opportunity

Introduction to Empower Annuity Insurance

Empower Annuity Insurance is a leading financial services company dedicated to helping individuals achieve their long-term financial goals. With a strong commitment to innovation, customer satisfaction, and employee development, we are seeking a highly skilled and motivated Associate Financial Advisor to join our team. As a remote opportunity, this role offers the flexibility to work from anywhere, providing a unique chance to balance work and personal life while contributing to a dynamic and growing organization.

Job Overview

The Associate Financial Advisor – Advisory Services will play a critical role in our company's mission to provide comprehensive financial planning and wealth management strategies to our clients. As a key member of our advisory team, you will be responsible for servicing individual clients, educating them on our advisory services, and helping them achieve their retirement goals. This is an exceptional opportunity to develop your advising skills, work with a large and diverse client base, and contribute to the growth and success of our organization.

Key Responsibilities

• Educate and advise plan participants on the advisory services available through their plan to assist them in reaching their retirement goals
• Identify, execute, and follow-up on opportunities to contract additional client assets while providing client retirement planning discussions
• Identify trends and determine proactive solutions to maximize service quality and increase assets under management
• Adhere to compliance and risk procedures, exhibiting detailed attention to policy and procedures with a focus on the participant's best interest
• Document information from conversations with clients pertinent to business and relationship development for follow-up calls
• Explain and justify past returns in comparison to the economic environment, acknowledging the goal of managed account services

Essential Qualifications

To be successful in this role, you will need:

• A Bachelor's degree in a related field
• At least 2 years of experience in the financial industry
• FINRA Series 7, Series 63, and Series 65 registrations required within corporate-established timelines
• FINRA fingerprinting required upon hire
• Strong interpersonal skills, with the ability to work effectively in teams
• Self-starter with demonstrated success in problem-solving and a metrics-driven environment

Preferred Qualifications

While not required, the following qualifications will be considered an asset:

• Fully licensed candidates (Series 7, 63, and 65)
• Chartered Retirement Planning Counselor (CRPC) designation
• Salesforce experience
• Experience with investment advising
• Experience in a high-volume, call center environment
• Goal and results-oriented with a high level of accountability to produce positive results

Skills and Competencies

To excel in this role, you will need to possess:

• Excellent communication and interpersonal skills
• Strong problem-solving and analytical skills
• Ability to work in a fast-paced, dynamic environment
• High level of organizational and time management skills
• Strong attention to detail and ability to maintain accurate records
• Ability to work independently and as part of a team

Career Growth Opportunities and Learning Benefits

At Empower Annuity Insurance, we are committed to the growth and development of our employees. As an Associate Financial Advisor, you will have access to:

• Comprehensive training and development programs
• Ongoing coaching and mentoring
• Opportunities for career advancement and professional growth
• A dynamic and supportive work environment

Work Environment and Company Culture

Our company culture is built on a foundation of inclusivity, diversity, and respect. We believe in providing a work environment that is supportive, collaborative, and empowering. As a remote employee, you will be part of a virtual team that values open communication, transparency, and teamwork.

Compensation, Perks, and Benefits

We offer a competitive compensation package, including:

• Base salary range: $58,500 - $72,000 per year
• Opportunity to participate in a bonus program
• Comprehensive benefits package, including medical, dental, vision, and life insurance
• Retirement savings plan with generous company matching contributions
• Tuition reimbursement program
• Generous paid time off and holiday schedule
• Business-casual work environment

Conclusion

If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity. As an Associate Financial Advisor – Advisory Services, you will have the chance to make a meaningful impact on the lives of our clients, while developing your skills and advancing your career. Don't miss out on this opportunity to join a dynamic and growing organization – apply now!

Ready to Apply?

If you are a motivated individual ready to contribute to a thriving team, we encourage you to apply now! We are excited to review your application.