1-3 years of experience
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Employment Type:
Full time
Job Category:
Investment Client Advisor
(This job is no longer available)
Great West Retirement | Denver, CO
Grad Date

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Job Description

Position Highlights

This position requires compliance with guidelines set by the SEC, the ability to communicate complex retirement planning concepts in simple, easily understood language in one on one educational and consultative phone sessions with individual plan participants. The consultation shall include available Advisory Services through their plan, the appropriate level of service, and the methodology behind the services to assist each participant to reach their retirement goals.

This is an excellent position for someone that is results oriented! This position is not a commission position, but will receive a competitive base salary plus a quarterly incentive compensation directly linked to producing positive results for increasing and retaining assets under management and participant growth for the Advised Assets Group, a subsidiary of Great-West.

Primary Responsibilities

* Educate and consult with plan participants on the Advisory Services available through their plan the methodology behind the services to assist the participant reach their retirement goals.
* Must possess knowledge of the participant's financial portfolio objectives, asset composition and past historical information.
* Must be able to explain and justify past returns in comparison to economic environment, while acknowledge goal of managed account services.
* Identifies, executes and follows up on opportunities to contract additional client assets while providing client retirement planning discussions.
* Identifies trends and determines proactive solutions to maximize service quality and increase assets under management.
* Make assigned and proactive outbound calls, focusing on defined objectives set for outbound call campaigns.
* Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts.
* Adheres to compliance/risk procedures and exhibits detailed attention to policy and procedures by focusing on the participant's best interest.
* Document information from conversations in with clients pertinent to business and relationship development to be referenced for follow-up calls.


* Bachelor's Degree and/or equivalent work experience
* 2 years Financial Industry Experience or recent college graduate with appropriate business/finance degree
* Spanish Speaking Preferred.
* Must be available to work overtime as needed
* FINRA Series 7,63 and 65 registrations will be required within 90 days of hire.

Working Conditions/Physical Requirements Normal office working conditions.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, dutie and skills.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you're interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We're an equal opportunity employer dedicated to workforce diversity. We're also committed to providing a drug-free workplace.