Remote Wealth Solutions Advisor: Asset Consolidation & Planning

Empower Careers; Chicago (IL); A distancia; USD 70.000 - 93.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision, and life

401(k) with company match

Tuition reimbursement

Casual dress

Generous paid time off

Volunteer time off

Parental leave

BRGs

Descripción de la vacante

Empower Careers is hiring a Wealth Solutions Advisor to work with individual investors in our Investor Services segment. The role focuses on documenting goals, consolidating assets, and delivering tailored financial planning solutions.

You will use licensed tools and sales strategies to guide clients through planning and asset consolidation. You will operate within a fully remote environment with competitive incentive compensation on top of base pay.

Formación

• 3+ years of financial industry experience with demonstrated sales success.
• FINRA Series 7, 63, and 65 (or 66) registrations required.
• Exceptional listening, verbal, and presentation skills.

Responsabilidades

• Cultivate relationships by addressing customer needs and leveraging Empower products.
• Drive appointments, uncover outside asset opportunities, and onboard assets.
• Demonstrate holistic goal-based planning for education, retirement and long-term goals.
• Implement Empower’s conversation model and planning tools to identify client needs.

Conocimientos

FINRA registrations

Active listening

Presentation skills

Sales experience

Financial planning knowledge

Herramientas

Salesforce CRM

Descripción del empleo

Empower Careers is hiring a Wealth Solutions Advisor to work with individual investors in our Investor Services segment. The role focuses on documenting goals, consolidating assets, and delivering tailored financial planning solutions.

You will use licensed tools and sales strategies to guide clients through planning and asset consolidation. You will operate within a fully remote environment with competitive incentive compensation on top of base pay.