Current Statistics
1,900,269 Total Jobs 286,640 Jobs Today 18,992 Cities 222,734 Job Seekers 146,853 Resumes |
|
|
|
|
|
|
Premier Wealth Associate - Tucson Arizona
Company: Empower Location: Tucson, Arizona
Posted On: 01/16/2025
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. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.As a Premier Wealth Associate, you will support new and existing Empower clients on all retail products and account types. You'll have expertise and experience servicing Empower clients and be a subject matter expert with Empower's systems and platforms.The core business hours for this position are 9:30am-6pm Mountain time.What you will do - Provide exceptional service and support to Empower's retail customers while effectively explaining retirement concepts in an easy-to-understand manner
- 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 initiate proactive follow up -
- Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications - -
- Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunitiesWhat you will bring
- 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 fingerprintingWhat will set you 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#PJPW#LI-Remote***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.
|
|
|
|
|
|
|