Empower — адамдар мен ұйымдарға қаржылық сенімін арттыруға көмектесуге бағытталған қаржылық қызметтер және қаржылық технологиялар компаниясы. Компанияның қызметтері зейнетақыны жоспарлауды, инвестицияларды басқаруды, жекелендірілген қаржылық кеңес беруді және қаржылық ақпаратты бір жерден көруге мүмкіндік беретін Empower Personal Dashboard™ сияқты цифрлық құралдарды қамтиды. 19 миллионнан астам америкалыққа қызмет көрсететін Empower жеке инвесторлармен, жұмыс орнындағы жоспарларға қатысушылармен, жоспар демеушілерімен және қаржы саласының мамандарымен жұмыс істейді. Компания сонымен қатар әртүрлілікке, теңдік пен инклюзияға және қоғамға бағытталған бастамаларға мән береді.
Investment Advisor, Remote – U.S. Clients
Advise Empower clients with U.S. IRA and taxable brokerage accounts. Support retirement planning, financial reviews, and brokerage trade execution.
Сипаттама
- Support individual clients and brokerage customers with taxable brokerage and IRA accounts
- Enroll new clients
- Review existing clients’ accounts annually and mid-year
- Provide Premier IRA customers with investment advice in their best interest
- Execute trades for IRA and taxable brokerage customers
- Explain advisory services and retirement goal options to retail clients
- Learn clients’ financial goals and describe managed account services
- Comply with risk controls, policies, and regulatory requirements
- Complete parts of customers’ financial plans
- Identify client needs, prospective leads, and referral opportunities for the Wealth Advisor Team
- Develop new business opportunities
- Provide responsive, efficient client service through personal ownership, accurate information, and timely follow-up
Талаптар
- Bachelor’s degree or equivalent professional experience
- At least four years of financial customer service experience
- Experience with brokerage and mutual fund trading
- FINRA Series 7 and Series 63 plus Series 65, or Series 66, registrations
- FINRA fingerprinting is required
- Strong written, spoken, and presentation skills
- Experience serving retail, IRA, and/or 401(k) customers
- Must be authorized to work for any employer in the United States
- Visa sponsorship or sponsorship transfer is not available, including for CPT/OPT
- Reliable high-speed internet through a wired connection
- Fiber, cable, or DSL internet service
- A home workspace with minimal interruptions
Артықшылықтар
- Medical, dental, vision, and life insurance
- 401(k) plan with company matching contributions of up to 6%
- Financial advisory services
- Possible discretionary company contribution
- Wide range of investment options
- Tuition reimbursement of up to $5,250 per year
- Business-casual dress, with jeans permitted
- Generous paid time off available upon hire
- Paid time off program
- Ten paid company holidays
- Three floating holidays per calendar year
- 16 hours of paid volunteer time per calendar year
- Paid parental leave
- Paid short-term and long-term disability
- Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs)
- Flexible work environment
- Other necessary computer equipment provided