Wealth Solutions Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Foster customer relationships by meeting their needs and enhancing Empower products and services.

• Organize scheduled appointments to discover external assets, finalize identified opportunities, and lead the onboarding process.

• Provide goal-oriented planning solutions for education, retirement, and various intermediate- to long-term savings objectives.

• Utilize Empower’s conversational model and interactive planning tools to assess participant needs and outline next steps.

• Manage time and pipeline according to customer requirements and the potential for relationship expansion.

• Employ Salesforce CRM to record conversations, follow up with clients, and oversee account transfer opportunities.

• Collaborate with relationship management and advisory teams to prioritize asset-consolidation meetings.

• Transition to the relationship management team after assets have been secured.

• Achieve bi-monthly sales and conversation objectives to qualify for incentive compensation.

• Attend staff meetings, product seminars, training sessions, and strategic initiatives within the department and the firm.

• Comply with federal and state securities and insurance regulatory standards.

• Concentrate on delivering solutions to customers rather than managing a book of business.

⛳️ Requirements

• FINRA Series 7, 63, and 65 (or 66) licenses are mandatory.

• A minimum of 3 years in the financial industry with proven sales success is required.

• Outstanding listening, verbal, and presentation capabilities.

• Comprehensive knowledge of retail investment vehicles and qualified retirement plans.

• FINRA fingerprinting is necessary.

• A commitment to assisting mass-affluent clients in structuring and achieving their intermediate to long-term savings goals.

• Self-motivated with the ambition to excel in a fast-paced, senior sales environment.

• Eagerness to quickly learn and apply new financial tools, computer systems, and conversational standards.

• Team-oriented and customer-centric attitude.

• Excellent organizational and interpersonal skills with a working understanding of retirement plans.

• Candidates must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available, including CPT/OPT.

• Access to reliable high-speed internet with a wired connection and service through fiber, cable, or DSL.

• A home workspace that allows for minimal disruptions.

🏝️ Benefits

• $5,000 sign-on bonus for candidates who are fully licensed; eligibility applies to those who apply on or before September 30.

• Competitive incentive compensation in addition to base salary.

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan with generous company matching contributions of up to 6%.

• Financial advisory services available.

• Potential for company discretionary retirement contributions.

• Extensive investment options.

• Tuition reimbursement of up to $5,250 per year.

• Business-casual workplace with the option to wear jeans.

• Generous paid time off upon hiring.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave offered.

• Paid short- and long-term disability coverage.

• Family and Medical Leave (FMLA) available.

• Business Resource Groups accessible to all employees.

• Flexible working environment provided.

• Necessary computer equipment supplied.