Remote Wealth Solutions Advisor

Empower Careers; Tucson (AZ); Remote; USD 70,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision, and life

401(k) with company match

Tuition reimbursement up to $5,250/yr

Paid time off and holidays

Volunteer time off 16 hours/yr

BRGs and inclusive culture

Job summary

Empower is seeking a Wealth Solutions Advisor to engage individual clients in goal-based planning, asset consolidation, and financial guidance. You will leverage licensed tools to understand client needs and deliver solutions, without managing a personal book of business.

The role is remote nationwide with a base pay range of $70,000–$92,500 and eligibility for incentive compensation. FINRA registrations and fingerprinting are required.

Qualifications

• FINRA registrations (7/63/65) required.
• 3+ years of financial industry sales experience.
• Excellent listening, verbal and presentation skills.
• Knowledge of retail investment vehicles and qualified retirement plans.
• FINRA fingerprinting required.

Responsibilities

• Cultivate relationships while leveraging Empower products and benefits.
• Drive appointments to uncover outside asset opportunities and onboard assets.
• Present holistic goal-based planning solutions for various savings goals.
• Apply Empower’s conversation model and planning tools to identify client needs.
• Manage time and pipeline to optimize daily activities.
• Document conversations in Salesforce and follow up on opportunities not yet closed.
• Coordinate with advisory teams to transfer assets and hand back to relationship management when closed.
• Meet bi-monthly sales and conversation targets and participate in incentive programs.
• Comply with securities and insurance regulations and internal processes.

Skills

FINRA Series 7

FINRA Series 63

FINRA Series 65

Sales experience

Listening skills

Investment knowledge

FINRA fingerprinting

Tools

Salesforce CRM

Job description

Empower is seeking a Wealth Solutions Advisor to engage individual clients in goal-based planning, asset consolidation, and financial guidance. You will leverage licensed tools to understand client needs and deliver solutions, without managing a personal book of business.

The role is remote nationwide with a base pay range of $70,000–$92,500 and eligibility for incentive compensation. FINRA registrations and fingerprinting are required.