
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.
🔥 1 minute ago
🇺🇸 United States – Remote
💵 $45.7k - $62.9k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🦅 H1B Visa Sponsor
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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.
• Support existing Empower clients with all aspects of their investment needs • Respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation • Handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities • Service new and existing client needs via inbound calls • Engage customers in an Investment Recommendation Conversation • Deliver an efficient and responsive client experience by taking ownership and providing accurate information • Initiate proactive follow-up • Demonstrate knowledge of Brokerage transaction and regulatory requirements, including Corporate Actions, Exchange Rules, Suitability and Tax Implications • Uncover leads and opportunities to hand off to the Retirement Advisor Team • Drive new business opportunities
• Bachelor’s Degree required • 2+ years of financial customer service experience • Strong customer service background with a firm understanding of diverse operational and investment needs • Knowledge of current financial markets and retirement account operations • FINRA Series 6 and Series 63 required • FINRA fingerprinting • Strong written, verbal and presentation skills • Strong technological skills and ability to multi-task across systems • Applicants must be authorized to work for any employer in the U.S. • Must provide reliable high-speed internet with a wired connection from fiber, cable or DSL • Must have a place in the home to work with limited disruption
• 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 including 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
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