Remote Wealth Solutions Advisor

Empower; Greenwood Village (CO); Hybride; USD 50 000 - 69 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision and life

401(k) with company matching

Tuition reimbursement

Business-casual environment

Paid time off + holidays

Volunteer time

Parental leave / disability benefits

BRGs for inclusion

Résumé du poste

Empower is seeking an Investment Advisor to guide clients through initial financial goals and wealth management planning. The role focuses on onboarding, asset consolidation, and delivering personalized financial guidance within Empower's holistic planning framework.

Ideal candidates are licensed, client-focused professionals with experience in wealth management and a commitment to regulatory compliance. The position supports remote or hybrid work arrangements and includes ongoing professional

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Active FINRA Series 7 license required.
• FINRA Series 63 and 65 (or 66) licenses required.
• FINRA fingerprinting required.
• State Life and Health Insurance License preferred.
• Experience in financial services or wealth management is strongly preferred.
• Strong communication, listening, and relationship-building skills.
• Experience with CRM systems, preferably Salesforce.

Responsabilités

• Conduct financial consultations with clients to understand goals 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.
• Collaborate with Senior Financial Advisors and Relationship Management teams for client transitions.
• Apply consultative framework to deliver personalized, goal-based discussions.
• Maintain knowledge of investment products and market trends.
• Meet or exceed activity and engagement targets.
• Participate in coaching, licensing and professional development programs.
• Maintain compliance with FINRA, SEC, and state requirements.
• Perform other duties to support departmental objectives.

Connaissances

Client consultations

CRM systems

Salesforce

Relationship-building

Financial planning

Formation

Bachelor's degree in Business, Finance, Economics

Outils

Salesforce CRM

Description du poste

Empower is seeking an Investment Advisor to guide clients through initial financial goals and wealth management planning. The role focuses on onboarding, asset consolidation, and delivering personalized financial guidance within Empower's holistic planning framework.

Ideal candidates are licensed, client-focused professionals with experience in wealth management and a commitment to regulatory compliance. The position supports remote or hybrid work arrangements and includes ongoing professional