Empower

The representative will be responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists. Key duties include providing excellent service for retirement savings accounts, educating customers, communicating plan updates, and processing various account changes.

The consultant will provide guidance over the phone to customers at key life moments, such as starting or ending employment, regarding their employer-sponsored retirement accounts. They must discuss available account options like 401K and IRAs to align with customer retirement savings goals and educate customers on plan-specific information.

The Senior Wealth Advisor, Practice Lead serves as the lead advisor within a dedicated client team, focusing on retaining and growing assets for mass affluent households in the Greater Atlanta area through proactive, tailored financial advice. This role involves comprehensive relationship management, explaining investment strategies, providing holistic financial planning, and leading the team's client interaction approach.

The Wealth Advisor will focus on relationship management and delivering strategic planning conversations within their area of expertise, coordinating financial reviews and supporting planning campaigns to deepen client relationships. Key duties include delivering a personalized, high-touch client experience, leading planning milestones, and identifying opportunities to expand wallet share within an elite client base.

The Wealth Advisor will focus on relationship management and delivering personalized, strategic planning conversations to service Company Personal Strategy clients in the Atlanta area. Key duties include coordinating financial reviews, supporting planning campaigns, and identifying opportunities to deepen client relationships and expand business within an elite client base.

Senior Director leading compliance for Empower’s front office advice and guidance

The Senior Wealth Advisor acts as the lead advisor within a dedicated client team, serving as the primary point of contact for mass affluent households in the Greater SF Bay Area to retain and grow assets through proactive, tailored financial advice. This role involves comprehensive relationship management, explaining investment strategies, providing holistic financial planning, and coaching team members while traveling to meet clients face-to-face.

The Senior Director will act as a trusted compliance advisor, guiding advice, sales, and service functions within Company Personal Wealth and Company Workplace Solutions to ensure adherence to all regulatory and internal standards. This role involves leading a team of compliance professionals to oversee both broker-dealer and investment advisory operations.

The Wealth Advisor will focus on relationship management and delivering personalized strategic planning conversations to service Company Personal Strategy clients in partnership with the team. Responsibilities include coordinating financial reviews, supporting planning campaigns, and identifying opportunities to deepen client relationships within an elite client base.

The Senior Wealth Advisor, Practice Lead will serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist to build lasting relationships and deliver a first-class client experience. This role focuses on retaining and growing assets by providing proactive, tailored financial advice through personal and strategic engagement.