Brokerage Associate

Job not on LinkedIn

🔥 19 hours ago

🇺🇸 United States – Remote

💵 $50.3k - $69.1k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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

• Provide exceptional service and support to Empower’s retail customers through inbound telephone interactions • Explain concepts in an easy-to-understand manner • Assist clients with trading Equity, ETF, Mutual Fund, Options and Fixed Income securities • Manage service requests including account opening, asset movement, facilitating trades and maintenance needs • Deliver efficient and responsive client experiences through ownership, accurate information and proactive follow-up • Apply knowledge of brokerage transaction and regulatory requirements, including Corporate Actions, Exchange Rules, Suitability and Tax Implications • Uncover leads and opportunities for handoff to the Retirement Advisor Team • Drive new business opportunities • Work Monday–Friday according to the applicable Eastern, Central or Mountain Time schedule

🎯 Requirements

• Active FINRA Series 7 and Series 63 required • FINRA fingerprinting required • 2+ years of customer service experience, preferably in financial services or a high-volume inbound call center environment • Knowledge of equities trading, fixed income, and options • Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience preferred • Strong customer service background, preferably in a high-volume inbound call center environment • Firm understanding of the diverse operational and investment needs of customers • Knowledge of current financial markets and retirement account operations • Strong written, verbal and presentation skills • Strong technological skills and ability to multi-task across systems • Prior remote work experience preferred • Must be authorized to work for any employer in the U.S. • Must have reliable high-speed internet with a wired connection and a minimally disruptive home workspace • Internet connection must be fiber, cable or DSL; inadequate home environment or connectivity may require working in the office

🏖️ Benefits

• 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 • Business-casual environment with the 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 (BRGs) • Flexible work environment • Other necessary computer equipment provided for remote and hybrid positions