Investment Advisor

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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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

• Educate retail clients on advisory services available through their plan and help them understand options for pursuing retirement goals • Develop an understanding of clients’ financial goals and explain applicable managed account service offerings • Adhere to compliance and risk procedures, policies, and regulatory requirements while acting in the client’s best interest • Perform aspects of financial planning for customers • Identify client needs, leads, and opportunities for referral to the Wealth Advisor Team • Drive new business opportunities • Deliver an efficient and responsive client experience by taking ownership of client needs, providing accurate information, and conducting proactive follow-up • Service individual clients and brokerage customers within Empower’s taxable brokerage and IRA accounts • Enroll new clients and conduct annual and mid-year reviews for existing clients • Provide direct best-interest investment advice to Premier IRA customers • Execute brokerage trades for IRA and taxable brokerage customers

🎯 Requirements

• Bachelor’s degree or equivalent work experience • 4+ years of financial customer service experience • Brokerage and mutual fund trading experience • FINRA Series 7 and Series 63 and 65, or Series 66, registrations • FINRA fingerprinting required • Strong written, verbal, and presentation skills • Retail, IRA, and/or 401(k) customer service experience • Applicants must be authorized to work for any employer in the U.S. • Must provide reliable high-speed internet with a wired connection and a home workspace with limited disruption for remote work • Internet connection must be fiber, cable or DSL

🏖️ Benefits

• 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) open to all • Other necessary computer equipment will be provided • Non-sales positions have the opportunity to participate in a bonus program • Sales positions are eligible for sales incentives, and in some instances a bonus plan