Wealth Solutions Investment Advisor

🔥 24 minutes ago

🇺🇸 United States – Remote

💵 $50.3k - $69.1k / 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

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

🎯 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 • State Life and Health Insurance License preferred • Candidates who possess the required FINRA licenses and prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles are strongly preferred • Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable • Strong communication, listening, and relationship-building skills with the ability to establish trust and deliver an exceptional client experience • Experience using CRM systems, preferably Salesforce, and financial planning technology • Strong organizational skills with the ability to manage multiple priorities in a fast-paced, client-focused environment • Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance • Passion for helping clients build financial confidence and achieve their long-term financial goals.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.