Wealth Solutions – Investment Advisor

Emploi pas sur LinkedIn

🕒 il y a 1 jour

🇺🇸 États-Unis – Télétravail

💵 $50 300 - $69 125 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 0%

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

• Conduct financial consultations with new and existing clients to understand financial goals, evaluate outside assets, and recommend Empower wealth management solutions • Guide clients through onboarding into Empower's Wealth Solutions program, including account opening and asset consolidation • Use Salesforce CRM, Empower's digital planning tools, and other technology platforms to document client interactions, manage opportunities, and execute follow-up activities • Partner with Senior Financial Advisors and Relationship Management teams to ensure seamless client transitions as financial needs become more complex • Apply Empower's consultative conversation framework to deliver personalized, goal-based financial discussions • Maintain current knowledge of investment products, retirement planning strategies, market trends, and Empower's service offerings • Meet or exceed activity, client engagement, and conversion goals supporting client growth and retention • Participate in coaching, training, licensing, and ongoing professional development programs • Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements • Perform other duties as assigned in support of departmental and organizational objectives

🎯 Exigences

• Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience • Active FINRA Series 7 license required • Active FINRA Series 63 and Series 65 licenses, or Series 66, required • FINRA Fingerprinting required • State Life and Health Insurance License preferred • Candidates who possess the required FINRA licenses and prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles are strongly preferred • Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable • Strong communication, listening, and relationship-building skills with the ability to establish trust and deliver an exceptional client experience • Experience using CRM systems, preferably Salesforce, and financial planning technology • Strong organizational skills with the ability to manage multiple priorities in a fast-paced, client-focused environment • Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance • Passion for helping clients build financial confidence and achieve their long-term financial goals • 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 a suitable home workspace required for remote work

🏖️ Avantages

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • 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) • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. • Flexible work environment • Reliable high-speed internet and home workspace support for remote positions • Necessary computer equipment provided • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions

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