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Form of workWhether 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 is responsible for directing and managing the day-to-day financial advising activities of the Financial Advice and Wellness team. This team is focused on cultivating long term relationships through educating and advising on topics to help a retirement plan participant become best prepared for retirement and meet their holistic financial goals. This is a great opportunity to manage and develop Financial Advisors and develop and evolve Empower's workplace experience around advice and wellness.
In this role, you will manage a team of licensed Financial Advisors whose primary goal is to help plan participants achieve their short term and long-term financial goals, while driving increased customer engagement, Net Promotor Scores, and referrals for long term relationships with Personal Wealth Advisors. The Manager will be held accountable for meeting bimonthly and annual goals.
What You Will Do:
- Grow and develop a team of Financial Advisors that help customers on a broad range of financial topics.
- Develop and monitor interaction and advisory standards to enhance customer interaction and build lasting relationships.
- Create and sustain a top performing inbound and outbound call center environment to ensure established goals and quotas for the department are reached.
- Cultivate and maintain a highly motivated culture that develops Advisors and helps them grow their careers.
- Ensure that incentive plans drive the required outcome.
- Provide ongoing coaching, feedback, and best practice training to ensure maximum lead generation and high closure rates.
- As the supervisory principal of assigned representatives, ensure that all supervisory controls are in place and regular audits are performed and documented to ensure broker dealer requirements are met.
- Field escalated issues from representatives, clients, and participants. Identify trends in escalated issues and proactively address staff and customers.
What You Will Bring:
- FINRA Series 7, 24, 63 and 65/66 registrations required within corporate-established timelines
- FINRA Fingerprinting required
- CSA (Certified Senior Advisor) designation within corporate-established timelines
- 5 years successful asset growth experience in a Remote Call center environment, or successful experience managing Financial Advisors in a branch or firm
- Demonstrated knowledge of a wide variety of planning topics.
- Solid practical understanding of internal policies and procedures as well as our product offerings and the mutual fund industry
What Will Set You Apart:
- Fully licensed candidates are strongly preferred
- CFP preferred, but not required
- Degree preferred
- Demonstrated experience leading a team of Advisors in a remote work environment.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
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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 6%), 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 ten 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.
Base Salary Range
$94,500.00 - $115,500.00
The salary range above shows the typical 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.
Equal opportunity employer • Drug-free workplace
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.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
06-15-2024
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Workplace Flexibility: Remote
