Remote Investment Advisor – IRA & Retirement Planning

Empower Retirement, LLC; Overland Park (KS); Hybrid; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

Retirement savings: 401(k) with match

Tuition reimbursement

Paid time off + holidays

Paid volunteer time

Leave of absence programs

BRGs for inclusion

Base Salary Range $55,300.00 - $76,075

Job summary

Empower Retirement, 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, conduct reviews, and provide best-interest investment advice while executing trades for IRA and taxable accounts.

The role requires a Bachelor's degree or equivalent, 4+ years of financial customer service, Spanish fluency, and FINRA licenses (Series 7/63/65 or Series 66) with fingerprinting.

Qualifications

• Bachelor’s degree or equivalent work experience
• 4+ years of financial customer service experience
• Fluent in Spanish
• Brokerage and mutual fund trading experience
• FINRA Series 7 and Series 63 and 65, or Series 66, registrations
• FINRA fingerprinting required

Responsibilities

• Educate retail clients on advisory services available through their plan and help them understand options for pursuing their 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

Fluent Spanish

4+ years financial customer service

Education

Bachelor’s degree or equivalent work experience

Tools

FINRA Series 7/63/65 or Series 66

FINRA fingerprinting

Job description

Empower Retirement, 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, conduct reviews, and provide best-interest investment advice while executing trades for IRA and taxable accounts.

The role requires a Bachelor's degree or equivalent, 4+ years of financial customer service, Spanish fluency, and FINRA licenses (Series 7/63/65 or Series 66) with fingerprinting.