What are the responsibilities and job description for the Premier Wealth Associate position at Empower?
Premier Wealth Associate at Empower Summary
As a Premier Wealth Associate at Empower, you will provide exceptional service and support to retail clients in a call center environment. This role emphasizes personal development, internal mobility, and creating a diverse and inclusive workplace focused on enhancing financial lives.
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance.
Chart your own path and grow your career while helping more customers achieve financial freedom.
Job Description
As a Premier Wealth Associate, you will support new and existing Empower clients on all retail products and account types in an inbound call center environment. You'll be a subject matter expert with Empower's systems and platforms.
The core business hours for this position are 9:30 am - 6:00 pm Mountain time.
Key Responsibilities
- Provide exceptional service and support to Empower's retail customers
- Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower's retail products
- Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting
- Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiating proactive follow-up
- Demonstrate knowledge of Brokerage transaction and regulatory requirements
- Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities
Requirements
- Bachelor's Degree required
- 2 years of financial customer service experience
- Experience trading in equities, fixed income and options
- FINRA Series 7 and Series 63 required, as well as FINRA fingerprinting
What Sets Us Apart
- Strong written, verbal and presentation skills
- Strong technological skills and an ability to multi-task across systems
- Past brokerage and mutual fund trading experience
- Retail, IRA and/or 401K customer service experience
- Strong customer service background with a firm understanding of the diverse operational and investment needs of our customers
- Knowledge of current financial markets and retirement account operations is necessary
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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
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.
Equal opportunity employer. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, 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.
Salary : $5,250
