Wealth Solutions Advisor

🕒 June 22

🇺🇸 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 40%

What it means: how likely this posting is sitting open without active hiring.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 service benefits • Conduct scheduled appointments to uncover outside asset opportunities • Close identified outside asset opportunities and quarterback onboarding of outside assets • Present holistic, goal-based planning solutions for education, retirement, and 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 according to customer needs and relationship-expansion likelihood • Use Salesforce CRM to document conversations, manage follow-ups, and track account-transfer opportunities • Partner with relationship management and advisory teams to prioritize asset-consolidation appointments • Hand off closed assets to the relationship management team • Meet bi-monthly sales and conversation targets to earn incentive compensation • Attend staff meetings and product seminars/training as assigned • Comply with federal and state securities and insurance regulations • Support strategic department and firm initiatives

🎯 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 drive to thrive in a high velocity, senior sales environment • Ability and 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 • Working knowledge of retirement plans • Must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, unavailable • Reliable high-speed internet with a wired connection and a minimally disruptive home workspace

🏖️ Benefits

• $5,000 licensing sign-on bonus, subject to eligibility • 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 contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Option to wear jeans in a business-casual environment • Paid time off program • 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 • Reliable high-speed internet and a wired connection required; necessary computer equipment provided