Remote Investment Advisor: Grow Financial Futures

Empower LLC; Northern (KY); Hybrid; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) with company matching

Tuition reimbursement

Job summary

Empower LLC is seeking an Investment Advisor to service individual clients and brokerage customers within Empower’s taxable brokerage and IRA accounts. You will enroll new clients and conduct annual and mid-year reviews for existing clients.

You will provide direct best-interest investment advice to Premier IRA customers and execute brokerage trades for IRA and taxable brokerage customers. The position offers a flexible work environment, a base salary range of $55,300 to $76,075, and

Qualifications

• Bachelor’s degree or equivalent work experience required.
• 4+ years of financial customer service experience.
• Brokerage and mutual fund trading experience with FINRA licenses.

Responsibilities

• Educate clients on advisory services and retirement plan options.
• Develop understanding of clients’ financial goals and applicable services.
• Adhere to compliance and risk procedures in client’s best interest.
• Perform financial planning for customers and identify cross-sell opportunities.

Skills

Bachelor’s degree or equivalent

Financial services experience

FINRA licensing (Series 7/63/65 or 66)

Communication skills

Education

Bachelor’s degree or equivalent

Tools

Brokerage platforms

Job description

Empower LLC is seeking an Investment Advisor to service individual clients and brokerage customers within Empower’s taxable brokerage and IRA accounts. You will enroll new clients and conduct annual and mid-year reviews for existing clients.

You will provide direct best-interest investment advice to Premier IRA customers and execute brokerage trades for IRA and taxable brokerage customers. The position offers a flexible work environment, a base salary range of $55,300 to $76,075, and