Wealth Solutions - Investment Advisor

About the role

Empower is dedicated to transforming financial lives by empowering its people and fostering a welcoming, inclusive environment. Our associates contribute significantly to community causes through volunteering.

Responsibilities

• Congratulations on joining Empower! You'll guide clients in setting financial goals and recommending solutions aligned with their objectives.
• You'll assist clients in their first steps towards financial goals, including onboarding and consolidating outside assets.
• Using Salesforce and Empower's planning tools, you'll manage client pipelines, document interactions, and follow up on opportunities.
• You'll collaborate with senior advisors and relationship managers to ensure smooth client transitions and meet monthly activity and conversion targets.
• Compliance with regulatory and policy guidelines is essential to maintain a high standard of service.

Requirements

• A bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent experience.
• One to two years of experience in financial services, sales, or customer service.
• Fully licensed with FINRA Series 7, 63, and 65 (or 66) required or able to obtain within 90 days of employment.
• Strong communication, listening, and interpersonal skills.
• Experience with CRM systems and financial planning technology tools.

Qualifications

• State life and health insurance license preferred.
• Experience in advisory, investment, or wealth management roles.
• Strong motivation to build a career in financial advisory services.
• Ability to thrive in a fast-paced, client-centric environment.
• Passion for improving client financial literacy and long-term confidence.

Skills

• Strong communication and interpersonal skills.
• Experience with CRM systems and financial planning technology tools.
• Ability to thrive in a fast-paced, client-centric environment.
• Passion for improving client financial literacy and long-term confidence.

Benefits

• Medical, dental, vision, and life insurance.
• Roth and Traditional 401(k) plans with generous company matching contributions (up to 6%) and financial advisory services.
• Tuition reimbursement up to $5,250/year.
• Flexible work environment and career development opportunities.
• Generous paid time off, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
• Paid volunteer time — 16 hours per calendar year.
• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups (BRGs) for collaboration and inclusion.

Pay

Base Salary Range: $50,300.00 - $69,125.00

Schedule

Remote and hybrid positions require reliable high-speed internet with a wired connection and a suitable workspace at home.