Remote Investment Advisor | Flexible Growth Path

empower; United States; On-site; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision & life ins.

401(k) with company match up to 6%

Tuition reimbursement up to $5,250/yr

Casual dress code

Generous PTO and holidays

Volunteer time off 16 hours/yr

Parental leave, disability, FMLA

BRGs for inclusion

Job summary

Empower is seeking a client-focused Financial Services Associate in the United States to educate retail clients on advisory services and help them pursue retirement goals. You’ll develop understanding of clients’ financial objectives and explain managed account offerings while maintaining strong compliance with regulatory requirements.

In this role you will perform aspects of financial planning, identify needs and referral opportunities for the Wealth Advisor Team, and contribute to a proactive,

Qualifications

• Bachelor's degree or equivalent work experience required.
• FINRA Series 7 and 63/65 or 66 licenses required or in place.
• FINRA fingerprinting is required.

Responsibilities

• 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

Skills

Strong communication

Financial services experience

Regulatory compliance awareness

Education

Bachelor's degree or equivalent work experience

FINRA Series 7 and 63 and 65 or Series 66

FINRA fingerprinting

Job description

Empower is seeking a client-focused Financial Services Associate in the United States to educate retail clients on advisory services and help them pursue retirement goals. You’ll develop understanding of clients’ financial objectives and explain managed account offerings while maintaining strong compliance with regulatory requirements.

In this role you will perform aspects of financial planning, identify needs and referral opportunities for the Wealth Advisor Team, and contribute to a proactive,