Wealth Solutions – Investment Advisor

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

📋 Description

• Provide financial consultations to determine client objectives and suggest solutions that align with their goals.

• Support the onboarding process and asset consolidation for clients joining Empower’s Wealth Solutions program.

• Employ Salesforce and Empower’s planning tools to oversee pipelines, document client interactions, and follow up on opportunities.

• Work in collaboration with Senior Financial Advisors and Relationship Managers to ensure smooth transitions for clients.

• Achieve monthly activity and conversion targets while adhering to regulatory requirements and company policies.

⛳️ Requirements

• A Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent work experience.

• Preferably 1–2 years of experience in financial services, sales, or customer service.

• Required to possess FINRA Series 7, 63, and 65 (or 66) licenses, or the ability to obtain them within 90 days of employment.

• Excellent communication, listening, and interpersonal skills are essential.

• Proficiency in working with CRM systems and financial planning technology tools is required.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.

• Retirement savings plan – 401(k) with generous matching contributions from the company (up to 6%).

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

• A business-casual work environment that allows for wearing jeans.

• Ample paid time off upon hire – including a paid time off program, ten paid company holidays, and three floating holidays each year.

• Paid volunteer time – 16 hours available per calendar year.

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