Wealth Solutions Advisor

Job not on LinkedIn

🕒 September 28

🇺🇸 United States – Remote

💵 $70k - $92.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 7%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• $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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