Remote Wealth Solutions Advisor – Asset Consolidation

Empower Careers; Corpus Christi (TX); Remote; USD 70,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision, life

401(k) with match

Tuition reimbursement

Volunteer time

Paid holidays

Remote work

Diversity and inclusion

Job summary

Empower is seeking a Wealth Solutions Advisor to work remotely with individual consumers in our Investor Services segment. You will guide clients through goal-based planning, consolidating outside assets, and delivering value with Empower products and services.

Requires FINRA licenses (7/63/65 or 66) and 3+ years in financial sales; strong listening, presentation skills, and retirement plan knowledge are essential. Eligible for sign-on and incentive compensation based on performance.

Qualifications

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

Responsibilities

• Cultivate relationships by addressing customer needs and leveraging Empower products and services.
• Drive appointments to uncover outside asset opportunities and onboard them.
• Demonstrate goal-based planning for education, retirement, and long-term goals.
• Implement Empower’s conversation model and planning tools to identify needs and next steps.
• Manage time and pipeline to maximize customer value and relationship growth.
• Document conversations in Salesforce and follow up on opportunities.
• Collaborate with advisory teams to consolidate outside assets and hand back to management after closing.
• Deliver on bi-monthly sales and conversation targets to earn incentives.

Skills

FINRA licenses (Series 7/63/65 or 66)

Sales experience

Active listening & presentation

Retail investment knowledge

FINRA fingerprinting

Job description

Empower is seeking a Wealth Solutions Advisor to work remotely with individual consumers in our Investor Services segment. You will guide clients through goal-based planning, consolidating outside assets, and delivering value with Empower products and services.

Requires FINRA licenses (7/63/65 or 66) and 3+ years in financial sales; strong listening, presentation skills, and retirement plan knowledge are essential. Eligible for sign-on and incentive compensation based on performance.