Remote Licensed Investment Advisor – Growth Path

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Tuition Reimbursement

Casual Dress Code

Paid Time Off

Volunteer Time Off

Leave Programs

BRGs

Job summary

Empower is seeking an Investment Advisor within Wealth Solutions to guide clients through initial steps toward financial goals. You will build relationships, onboard clients, and use Salesforce and planning tools to document activity and progress.

Role emphasizes licensing, regulatory compliance, and ongoing professional development, with a focus on clients with less than $100,000 in assets. Base salary is accompanied by bonus potential in a non-sales environment.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and 65 licenses (or 66).
• FINRA Fingerprinting required.

Responsibilities

• Conduct financial consultations to understand goals and recommend wealth management solutions.
• Guide clients through onboarding into the Wealth Solutions program and asset consolidation.
• Document client interactions in Salesforce and other planning tools.
• Collaborate with Senior Advisors and Relationship Management teams for smooth transitions.
• Maintain knowledge of investment products, retirement planning, and market trends.
• Meet activity and engagement goals to drive client growth and retention.
• Participate in training and licensing programs to strengthen advisory capabilities.

Skills

Communication skills

Relationship building

Client focus

Regulatory compliance

Team collaboration

Education

Bachelor's degree in Business/Finance/Economics

Tools

Salesforce

Financial planning tools

Job description

Empower is seeking an Investment Advisor within Wealth Solutions to guide clients through initial steps toward financial goals. You will build relationships, onboard clients, and use Salesforce and planning tools to document activity and progress.

Role emphasizes licensing, regulatory compliance, and ongoing professional development, with a focus on clients with less than $100,000 in assets. Base salary is accompanied by bonus potential in a non-sales environment.