Remote Wealth Solutions Advisor

Empower Retirement; Greenwood Village (CO); Hybrid; USD 50,000 - 69,000; Full time

Benefits offered by this job

Medical, dental, vision, and life保险

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time

BRGs

Job summary

Empower Retirement is seeking an Investment Advisor to guide clients with less than $100,000 in assets through the initial steps of wealth management. You will conduct financial consultations, assist with onboarding and asset consolidation, and leverage Salesforce and planning tools to document client interactions.

You will work with Senior Advisors to ensure smooth transitions as needs grow, delivering personalized, goal-based conversations and maintaining current knowledge of investment

Qualifications

• Bachelor’s degree required or equivalent experience.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and 65 licenses (or Series 66) required.
• FINRA fingerprinting required.
• State Life & Health Insurance license preferred.
• Experience in wealth management/advisory or related client-facing roles preferred.

Responsibilities

• Conduct financial consultations with clients to understand goals and asset base.
• Guide onboarding into Empower’s Wealth Solutions program and asset consolidation.
• Use Salesforce and planning tools to document interactions and manage opportunities.
• Collaborate with Senior Advisors and Relationship Management for client transitions.
• Deliver personalized, goal-based financial discussions and maintain up-to-date knowledge of products.

Skills

Client relationship building

Financial consultations

Communication skills

CRM experience

Regulatory compliance

Team collaboration

Goal-based advisory

Education

Bachelor’s degree in Business/Finance/Economics

Tools

Salesforce

Financial planning software

Job description

Empower Retirement is seeking an Investment Advisor to guide clients with less than $100,000 in assets through the initial steps of wealth management. You will conduct financial consultations, assist with onboarding and asset consolidation, and leverage Salesforce and planning tools to document client interactions.

You will work with Senior Advisors to ensure smooth transitions as needs grow, delivering personalized, goal-based conversations and maintaining current knowledge of investment