Wealth Solutions Advisor

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

📋 Description

• Build and nurture relationships by effectively addressing customer requirements while maximizing the benefits of Empower products and services.

• Schedule appointments that necessitate identifying external asset opportunities, securing the identified opportunities, and smoothly managing the onboarding of external assets.

• Exhibit comprehensive knowledge of goal-oriented planning by offering solutions for various savings objectives, such as education funding, retirement preparation, and other intermediate to long-term savings plans.

• Utilize Empower’s conversation framework and interactive planning tools to assess participant needs and provide suitable next steps.

• Carefully manage time and pipeline to prioritize daily activities based on customer needs and the potential for expanding relationships with Empower.

• Oversee the process (using SalesForce CRM) to log conversations, appropriately follow up with clients during the account transfer process, and effectively pursue opportunities that are not yet finalized.

• Collaborate with relationship management and advisory teams to prioritize meetings aimed at consolidating outside assets and smoothly transition back to the relationship management team once assets are secured.

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

• Perform other assigned tasks, which may include participation in staff meetings, product seminars/training, and ensuring compliance with all federal and state regulations concerning securities and insurance, in support of strategic departmental and firm initiatives.

⛳️ Requirements

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

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

• Outstanding listening, verbal, and presentation abilities.

• Thorough understanding of retail investment products and qualified retirement plans.

• FINRA fingerprinting is a requirement.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings through a 401(k) plan with generous company matching contributions (up to 6%).

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

• A business-casual environment that allows for jeans.

• Generous paid time off upon hiring, which includes a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time of 16 hours per calendar year.

• Leave of absence options, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our organization and in the communities where we live, work, and play. BRGs are accessible to everyone.