Financial Advisor & Planner - Spanish Bilingual

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, fluid career paths, and a culture that celebrates internal mobility. We recognize the importance of purpose, well‑being, and work‑life balance, and we work hard to create a welcoming, inclusive environment. Chart your own path and grow your career while helping more customers achieve financial freedom. Financial Advisor & Planner – Role Overview The Financial Advisor & Planner assists Empower’s Personal Wealth investment clients with a wide range of financial matters and specifically supports clients enrolled in the Premier account program and our brokerage account service. This role is the primary point of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual Client AUM from $100k – $250k) and is responsible for providing an outstanding client experience. What you will do Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Deliver proactive and reactive comprehensive relationship management via phone conversations and email communication. Act as a liaison between clients and various internal groups/departments to serve clients. Discuss portfolio, market, and economic matters with clients. Provide clients with holistic financial planning on a variety of subjects, including retirement planning, savings strategies, and education planning. Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Effectively coordinate with operational teams for client‑related administrative issues. What you will bring Fluency in English and Spanish (reading, writing, and speaking). Bachelor’s degree or higher in business, finance, or a related field. 4+ years financial services experience with a proven track record of successful relationship building in a business setting. High‑level knowledge of current investment products and industry services. Proven track record in relationship management and customer satisfaction. Current FINRA Series 7, 63, and 65 registrations required. FINRA fingerprinting required upon hire. What will set you apart 2–4 years of experience demonstrating the ability to reach set performance goals. Exceptional verbal and written communication skills. Ability to compare and contrast the benefits and suitability of different investment options and products. Excellent operational and organizational skills, with the ability to efficiently multi‑task within a fast‑paced environment. Strong interpersonal skills, team‑oriented, and collaborative. Benefits Medical, dental, vision, and life insurance. Retirement savings – 401(k) plan with company matching up to 6%, potential discretionary contribution, and a broad investment lineup. Tuition reimbursement up to $5,250 per year. Business‑casual environment with option to wear jeans. Generous paid time off upon hire, a paid time‑off program, ten paid company holidays, and three floating holidays each calendar year. Paid volunteer time – 16 hours per calendar year. Leave of absence programs – paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) that facilitate inclusion and collaboration across the business. Remote and hybrid work options with required reliable high‑speed internet and a suitable home workspace. Compensation Base Salary Range: $59,700.00 – $84,300.00 (typical minimum to maximum for this position). Non‑sales positions may participate in a bonus program; sales positions are eligible for sales incentives and, in some instances, a bonus plan. Total compensation may exceed base salary depending on individual performance. Equal Employment Opportunity Statement We are an equal‑opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), 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. #J-18808-Ljbffr Empower Retirement, LLC