Associate Financial Advisor Bilingual - Advisory Services

Grow your career with a growing organizationWhether 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.The Bilingual Associate Financial Advisor - Advisory Services is a broad, licensed advisory role, responsible for servicing individual Advisory Services clients. In this role you will be responsible for enrollment and retention of our plan participants in Advisory Services.Day to day, you will be taking incoming calls from our Advisory Services customers. You will cover a wide variety of financial planning topics, as needed, addressing the customers’ needs, and helping them understand Empower’s financial planning tools available to them.As part of a team servicing a very large, shared book of business (1M+ customers), this is a terrific opportunity to learn and hone your advising skills, while providing holistic and comprehensive advice to our customers.What You Will Do• Educate and advise plan participants on the Advisory Services available through their plan to assist the participant in reaching their retirement goals• Identify, execute, and follow-up on opportunities to contract additional client assets while providing client retirement planning discussions• Identify trends and determine proactive solutions to maximize service quality and increase assets under management• Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest• Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls• Explain and justify past returns in comparison to the economic environment, while acknowledge goal of managed account servicesWhat you will bring• 2+ years financial industry experience• Fluent proficiency in Spanish and English• FINRA Series 7, Series 63, and Series 65 registrations required• CRPC within corporate established timelines• FINRA fingerprinting required upon hire• Strong interpersonal skills, ability to work in teams• Self starter, with demonstrated success in problem solving• Experience working in a metrics/activity driven teamWhat will set you apart• Bachelor’s degree• Chartered Retirement Planning Counselor (CRPC) designation preferred• Salesforce experience• Experience with Investment Advising preferred• Experience in a high-volume, call center environment preferred• Goal and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts• **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.***What we offer youWe 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$58,500.00 - $72,000.00The 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 workplaceWe 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:10-08-2024Want the latest money news and views shaping how we live, work and play? 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