Senior Wealth Advisor
CT Hartford
Grow your career with a growing organization
Whether theyâre 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, thatâs hard to beat. And from a personal satisfaction perspective, youâll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
This position can be done fully remote and offers competitive incentive compensation on top of the base pay.
The Senior Wealth Advisor (Also known as the Senior Financial Advisor - Investment Services - Workplace) with Empower works with individual consumers to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook.
In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts.
What You Will Do:
- Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available.
- Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets.
- Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning.
- Implement Empowerâs conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps.
- Diligently manage time and pipeline to prioritize day based on customerâs needs and likelihood of expanding relationship with Empower. Â
- Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed. Â
- Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed.Â
- Deliver on bi-monthly sales and conversation targets to earn incentive compensation.
- Other duties as assigned which âŚ
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401(k) Plan Business-casual environment Business Resource Groups Dental Diverse and inclusive benefits Financial Advisory Services Fully remote Generous paid time off Inclusive work environment Leave of absence programs Life Insurance Medical Paid Time Off Paid volunteer time Retirement savings Tuition reimbursement Vision
Tasks- Cultivate customer relationships
CRM Customer Relationship Management Empower Financial Planning Investment Strategies Presentation Relationship Management Retirement planning Sales Salesforce Salesforce CRM Sales techniques Wealth Management
Experience3 years
Education CertificationsFINRA Series 63 FINRA Series 7
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9