Wealth Solutions – Investment Advisor

🕒 2 days ago

🇺🇸 United States – Remote

💵 $50.3k - $69.1k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Conduct financial consultations to identify client goals and recommend solutions aligned with their objectives • Facilitate onboarding and asset consolidation for clients entering Empower’s Wealth Solutions program • Utilize Salesforce and Empower’s planning tools to manage pipelines, document interactions, and follow up on opportunities • Collaborate with Senior Financial Advisors and Relationship Managers to ensure seamless client transitions • Meet monthly activity and conversion targets while maintaining regulatory and policy compliance

🎯 Requirements

• Bachelor’s degree in Business, Finance, Economics, or related field, or equivalent experience • 1–2 years of experience in financial services, sales, or customer service preferred • FINRA Series 7, 63, and 65 (or 66) required or ability to obtain within 90 days of employment • Strong communication, listening, and interpersonal skills • Comfort working with CRM systems and financial planning technology tools

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – 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)