Remote Investment Advisor – Wealth Solutions

Empower LLC; United States; Remote; USD 50,000 - 69,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) retirement plan with company 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time

BRGs and inclusive environment

Job summary

Empower LLC's Wealth Solutions – Investment Advisor role offers remote nationwide work with a career path in wealth management. You will conduct client consultations, assist with onboarding, and leverage Empower tools to build long-term relationships.

The position requires active FINRA Series 7 and either Series 63/65 or 66, a bachelor’s degree in Business or Finance, and strong communication skills. Benefits include health coverage, retirement, and tuition reimbursement.

Qualifications

• Active FINRA Series 7 license required.
• Active Series 63 and Series 65 licenses, or Series 66, required.
• FINRA fingerprinting required.
• State Life and Health Insurance License preferred.

Responsibilities

• Conduct financial consultations with clients to understand goals and recommend wealth management solutions.
• Guide clients through onboarding and asset consolidation.
• Document client interactions and manage follow-up activities using CRM and planning tools.
• Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements.

Skills

Communication

Relationship-building

CRM experience

Financial guidance

Education

Bachelor's degree in Business/Finance/Economics

Tools

Salesforce

Job description

Empower LLC's Wealth Solutions – Investment Advisor role offers remote nationwide work with a career path in wealth management. You will conduct client consultations, assist with onboarding, and leverage Empower tools to build long-term relationships.

The position requires active FINRA Series 7 and either Series 63/65 or 66, a bachelor’s degree in Business or Finance, and strong communication skills. Benefits include health coverage, retirement, and tuition reimbursement.