Providing exceptional client service, the full-time remote FINRA Licensed Financial Advisor will manage a book of clients in the Investment Services category, offering financial planning and guidance while ensuring high levels of client satisfaction and retention. Key responsibilities Deliver high-quality service to Empower Personal Wealth clients, focusing on asset retention and growth through proactive communication and education Manage comprehensive client relationships via phone and email, acting as a liaison between clients and internal departments Collaborate with financial planning specialists to address complex financial planning issues and coordinate administrative tasks with operational teams Required qualifications Bachelor's degree or higher in business, finance, or a related field 4+ years of financial services experience with a strong track record in relationship management Current FINRA Series 7, 63, and 65 registrations required High-level knowledge of investment products and industry services Proven ability to achieve performance goals in a client-focused environment
FINRA Licensed Financial Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.