Senior Wealth Advisor

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.

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 Empower’s 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 customer’s needs and likelihood of expanding relationship with Empower.  
• 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.  
• 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. 
• Deliver on bi-monthly sales and conversation targets to earn incentive compensation.
• Other duties as assigned which …