Financial Advisor - Advisory Services

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Job description

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Financial Advisor - Advisory Services is responsible for advising individual plan participants including AAG (Advised Assets Group) clients, IRA, 401(k), 403(b) and 457(b) plan participants. Perform annual and mid-year enrollment and retention reviews for participants. Includes inbound and outbound calls.

What you will do

• Educate and advise plan participants on the Advisory Services available through their plan to assist the participant 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

• Make assigned and proactive outbound calls, focusing on defined objectives set for outbound call campaigns

• Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant's best interest

• Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls

• Open brokerage IRAs and taxable retail accounts and perform trading in both accounts

• Explain and justify past returns in comparison to the economic environment, while acknowledge goal of managed account services

• Facilitate withdrawals and transfers of assets into taxable accounts and brokerage IRAs

• Enroll participants in the managed account offering in the Empower Retail account

• Respond to inquiries regarding the Empower Retail managed platform

What you will bring

• Bachelor's degree or equivalent work experience

• 2+ years financial industry experience

• FINRA Series 7, Series 63, and Series 65 registrations required within established timelines

• FINRA fingerprinting upon hire

What will set you apart

• Chartered Retirement Planning Counselor (CRPC) designation

• Salesforce experience

• CFP designation

• Goal and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts

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 5%), 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 nine 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 52,000.00-68,000.00

Location

CO Greenwood Village

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.