Remote Wealth Solutions Advisor | $5K Sign-On Eligible

Empower Careers; Marietta (GA); Remote; USD 70,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision, and life保险

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Volunteer time

Parental leave

Job summary

Empower Careers is seeking a Wealth Solutions Advisor to work with individual clients in our Investor Services segment. You will help document and meet financial goals, consolidate assets, and deliver holistic planning using leading tools.

This role emphasizes outside asset opportunities and requires strong licensing and a sales mindset. You will not manage a book of business but will drive conversations, appointments, and onboarding to expand client relationships while meeting bi-monthly

Qualifications

• FINRA licenses (Series 7, 63, 65 or 66) required.
• 3+ years in financial services with sales experience.
• Exceptional listening, verbal, and presentation skills.
• Deep understanding of retail investment vehicles and qualified retirement plans.
• FINRA fingerprinting required.

Responsibilities

• Cultivate relationships by addressing customer needs and promoting Empower products and services.
• Schedule appointments, uncover outside asset opportunities, and onboard assets.
• Present goal-based planning solutions across savings goals (education, retirement, long-term).
• Use Empower’s planning tools to identify needs and next steps.
• Manage time and pipeline to prioritize daily activities and growth.
• Document conversations in Salesforce and follow up on opportunities.
• Coordinate with advisory teams to consolidate outside assets and transfer back to relationship management.
• Deliver on bi-monthly sales and conversation targets to earn incentive compensation.
• Participate in product seminars and ensure compliance with securities and insurance regulations.

Skills

FINRA registrations 7/63/65 (or 66)

Financial industry experience

Listening and presentation skills

Retail investment knowledge

FINRA fingerprinting

Job description

Empower Careers is seeking a Wealth Solutions Advisor to work with individual clients in our Investor Services segment. You will help document and meet financial goals, consolidate assets, and deliver holistic planning using leading tools.

This role emphasizes outside asset opportunities and requires strong licensing and a sales mindset. You will not manage a book of business but will drive conversations, appointments, and onboarding to expand client relationships while meeting bi-monthly