Remote Investment Advisor for Wealth Solutions

Empower; Oregon; Híbrido; USD 50.000 - 69.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision and life insu​

401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time off

Parental leave and disability programs

Descripción de la vacante

Empower is seeking an Investment Advisor to guide clients through initial Wealth Solutions steps and build long-term financial relationships. You’ll engage directly with clients in a consultative, goal-based process, using Empower's planning tools and Salesforce to document interactions and advance opportunities.

The role requires FINRA licenses (Series 7 mandatory, Series 63/65 or 66) and a strong ability to communicate, educate, and service clients with integrity while navigating a fast-paced

Formación

• Bachelor's degree in Business, Finance, Economics, or related field.
• 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.
• Experience in financial services, wealth management or related client-facing roles preferred.

Responsabilidades

• Conduct financial consultations to understand goals, evaluate assets, and recommend Wealth Solutions.
• Guide clients through onboarding into Empower's Wealth Solutions program.
• Document client interactions and manage opportunities using Salesforce and planning tools.
• Partner with Senior Advisors to ensure seamless client transitions as needs evolve.
• Deliver personalized, goal-based financial discussions and stay updated on offerings.
• Meet activity and engagement targets and participate in coaching and licensing programs.

Conocimientos

Client relationship-building

Communication skills

Sales and advisory skills

CRM experience

Financial planning knowledge

Educación

Bachelor's degree in Business, Finance, Economics, or related field

Herramientas

Salesforce

Financial planning software

Descripción del empleo

Empower is seeking an Investment Advisor to guide clients through initial Wealth Solutions steps and build long-term financial relationships. You’ll engage directly with clients in a consultative, goal-based process, using Empower's planning tools and Salesforce to document interactions and advance opportunities.

The role requires FINRA licenses (Series 7 mandatory, Series 63/65 or 66) and a strong ability to communicate, educate, and service clients with integrity while navigating a fast-paced