Wealth Solutions Advisor

Vaga não está no LinkedIn

🕒 2 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $70.000 - $92.500 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🦅 Patrocina Visto H1B

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Empower

10.000+ funcionários

💸 Finanças

💳 Fintech

👥 B2C

Finance • Fintech • B2C

A Empower é uma fornecedora líder de serviços financeiros focada em ajudar indivíduos e organizações a alcançar a liberdade financeira através do planejamento de aposentadoria e da gestão de investimentos. Atendendo a mais de 19 milhões de americanos, a Empower oferece um conjunto abrangente de serviços relacionados a finanças, incluindo planejamento inteligente e aconselhamento de investimento, além de ferramentas como o Empower Personal Dashboard™ para uma visão financeira completa. A empresa é renomada como uma das principais provedoras de planos de aposentadoria e trabalha de perto com investidores pessoais, poupadores de planos no local de trabalho, patrocinadores de planos e profissionais financeiros. A Empower também é reconhecida por suas iniciativas em Diversidade, Equidade, Inclusão e tem um compromisso social que fortalece o impacto na comunidade.

Descrição

• Cultivate customer relationships by addressing needs and maximizing Empower products and services • Drive scheduled appointments to uncover outside assets, close identified opportunities, and quarterback onboarding • Present goal-based planning solutions for education, retirement, and other intermediate- to long-term savings goals • Use Empower’s conversation model and interactive planning tools to identify participant needs and deliver next steps • Manage time and pipeline based on customer needs and relationship-expansion likelihood • Use Salesforce CRM to document conversations, follow up with clients, and manage account-transfer opportunities • Partner with relationship management and advisory teams to prioritize asset-consolidation appointments • Hand off to the relationship management team after assets are closed • Deliver bi-monthly sales and conversation targets to earn incentive compensation • Participate in staff meetings, product seminars, training, and strategic department and firm initiatives • Meet federal and state securities and insurance regulatory requirements • Focus on solutions for customers rather than managing a book of business

🎯 Requisitos

• FINRA Series 7, 63, and 65 (or 66) registrations required • 3+ years of financial industry experience with demonstrated sales success required • Exceptional listening, verbal, and presentation skills • In-depth understanding of retail investment vehicles and qualified retirement plans • FINRA fingerprinting required • Passion for helping mass-affluent customers structure and reach intermediate to long-term savings goals • Motivated self-starter with the drive to thrive in a high-velocity, senior sales environment • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations • Team-first and customer-first mentality • Exceptional organizational and interpersonal skills with working knowledge of retirement plans • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable high-speed internet with a wired connection and fiber, cable, or DSL service • Home workspace with limited disruption

🏖️ Benefícios

• $5,000 sign-on bonus for candidates who are already fully licensed; eligibility applies to candidates who apply on or before September 30 • Competitive incentive compensation on top of base pay • Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary retirement contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with option to wear jeans • Generous paid time off upon hire • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups open to all • Flexible work environment • Other necessary computer equipment provided

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