Remote Wealth Solutions Advisor: Asset Consolidation

Empower Careers; Ballwin (MO); À distance; USD 70 000 - 93 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement up to $5,250/yr

Paid time off + holidays

Volunteer time off

Résumé du poste

Empower Careers is hiring a Wealth Solutions Advisor to serve individual investors in the Investor Services segment. You will craft plans to meet financial goals, consolidate assets, and provide tailored solutions using leading financial tools.

This remote role emphasizes proactive problem solving and client-centric service. The position requires FINRA licenses, at least 3 years of financial sales experience, and strong communication skills.

Qualifications

• FINRA Series 7, 63, and 65 (or 66) registrations required.
• 3+ years of financial industry experience with sales success.
• Exceptional listening, verbal and presentation skills.
• In-depth understanding of retail investment vehicles and qualified retirement plans.
• FINRA fingerprinting required.

Responsabilités

• Cultivate relationships by addressing customer needs and promoting Empower products.
• Drive appointments to uncover outside asset opportunities and onboard them.
• Present goals-based solutions for education, retirement, and long-term planning.
• Use Empower’s planning tools to identify needs and next steps.
• Manage time and pipeline to maximize relationship growth.
• Document conversations in Salesforce and track opportunities.

Connaissances

FINRA licenses

Sales experience

Active listening

Retirement planning knowledge

FINRA fingerprinting

CRM proficiency

Outils

SalesForce CRM

Description du poste

Empower Careers is hiring a Wealth Solutions Advisor to serve individual investors in the Investor Services segment. You will craft plans to meet financial goals, consolidate assets, and provide tailored solutions using leading financial tools.

This remote role emphasizes proactive problem solving and client-centric service. The position requires FINRA licenses, at least 3 years of financial sales experience, and strong communication skills.