Wealth Solutions Investment Advisor

Job not on LinkedIn

🕒 July 28

🇺🇸 United States – Remote

💵 $50.3k - $69.1k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 43%

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

• Conduct financial consultations with new and existing clients • Understand financial goals, evaluate outside assets, and recommend Empower wealth management solutions • Guide clients through onboarding into Empower's Wealth Solutions program, including account opening and asset consolidation • Use Salesforce CRM, Empower's digital planning tools, and other technology platforms to document interactions, manage opportunities, and execute follow-ups • Partner with Senior Financial Advisors and Relationship Management teams to ensure seamless client transitions • Apply Empower's consultative conversation framework to deliver personalized, goal-based financial discussions • Maintain knowledge of investment products, retirement planning strategies, market trends, and Empower's service offerings • Meet or exceed activity, client engagement, and conversion goals supporting client growth and retention • Participate in coaching, training, licensing, and professional development programs • Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience • Active FINRA Series 7 license required • Active FINRA Series 63 and Series 65 licenses, or Series 66, required • FINRA Fingerprinting required • State Life and Health Insurance License preferred • Prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles strongly preferred • Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams desirable • Strong communication, listening, and relationship-building skills • Experience using CRM systems, preferably Salesforce, and financial planning technology • Strong organizational skills and ability to manage multiple priorities • Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance • Passion for helping clients achieve long-term financial goals • Experience in wealth management, investment advisory services, retirement planning, or financial planning • Demonstrated success building client relationships and achieving client engagement or business development goals • Knowledge of retirement products, advisory solutions, and financial planning concepts • Ability to navigate change and thrive in a collaborative, team-oriented environment • Commitment to continuous learning and long-term career growth • 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 a suitable home workspace required for remote work

🏖️ 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 • 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