Wealth Solutions Advisor

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $70 000 - $92 500 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 7%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Empower

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10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• $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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