State Licensed Financial Advisor
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Job Summary
Focused on providing exceptional client experiences, the full-time remote State Licensed Financial Advisor will manage a portfolio of clients enrolled in the Premier account program, delivering comprehensive financial planning and guidance while ensuring client satisfaction and retention.
Key responsibilities
- Provide high-level service to Empower Personal Wealth clients, focusing on retention and asset growth through proactive communication and education
- Manage client relationships through proactive and reactive communication, addressing financial planning needs across various topics
- Collaborate with internal teams to address client-related administrative issues and complex financial planning needs
Required qualifications
- Bachelor's degree or higher in business, finance, or a related field
- 4+ years of financial services experience with a proven track record in relationship management
- Current FINRA Series 7, 63, and 65 registrations required
- High-level knowledge of current investment products and industry services
- Proven ability to achieve performance goals in a client-focused environment
Complete Job Description
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