Associate Consultant - Personal Wealth - Remote | Wfh

Are you ready to embark on a rewarding journey with a dynamic and progressive organization? Join us in transforming lives through personalized wealth management strategies and helping individuals achieve their long-term financial dreams. At our company, every team member plays a pivotal role in making a positive impact on the lives of our clients. Here, job satisfaction is not just a promise; it's a reality. Beyond that, you'll have the autonomy to support causes close to your heart and thrive in an inclusive and vibrant work environment. Your journey towards a brighter future starts now!
Role Overview: Internal Consultant for Personal Wealth Products
Are you a go-getter, a problem solver, and a customer-focused individual looking for an exciting opportunity? We are seeking an Internal Consultant to join our Empower Personal Wealth team. As an integral part of our organization, you will serve as a bridge between our internal clients and external product providers, contributing to the seamless execution of our wealth management solutions.
What Awaits You
Become a Subject Matter Expert: As a dedicated resource for our products, you'll be the go-to person for answering queries and addressing challenges related to our offerings.
Collaborative Problem-Solving: Work alongside internal teams to find solutions for escalated issues, system enhancements, and unique product requirements.
Project Coordination: Lead special projects aimed at enhancing our products and systems, ensuring they align with the latest industry regulations and methodologies.
Innovation and Excellence: Embrace creative thinking to provide top-tier responses to complex situations, always prioritizing customer needs and satisfaction.
Continuous Learning: Play a vital role in educating various teams about new processes and technologies, empowering them to excel in their roles.
Relationship Building: Foster strong connections with external vendor firms, driving improvements and staying updated on industry trends.
Your Profile
Preferred: Bachelor's Degree in Business or Finance-related field.
Minimum 3 Years Of Experience In Retail Financial Services.
Preferred: FINRA Series 7, 24, 63 registrations.
What Sets You Apart
Deep understanding of ERISA, DOL, and IRS regulations pertaining to retirement plans.
Proficiency in MS Word, Excel, and PowerPoint.
Exceptional multitasking and project management skills.
Independent problem-solving abilities with an eye for detail.
Excellent communication and customer service skills.
Analytical mindset and willingness to innovate.
Positive attitude and adaptability in a fast-paced environment.
What We Offer
We believe in supporting your holistic well-being, no matter your career stage. Our benefits include:
Comprehensive medical, dental, vision, and life insurance.
Generous 401(k) plan with matching contributions.
Tuition reimbursement up to $5,250/year.
Business-casual environment with a focus on work-life balance.
Ample paid time off, including company holidays and volunteer time.
Leave of absence programs and support.
Inclusive Business Resource Groups (BRGs).
Competitive base salary range of $71,400.00 - $100,875.00.
Join Our Team
If you're ready to join a diverse and inclusive team that values innovation, customer focus, and collaboration, apply today! We are committed to providing equal opportunities for all, fostering a workplace that celebrates individuality. Your journey with us promises growth, empowerment, and the chance to shape financial landscapes for a better future.
Employment Type: Full-Time
Salary: $ 71,000.00 100,000.00 Per Year