Remote Wealth Solutions Advisor Consolidate Assets & Grow

Empower Careers; Lake Lotawana (MO); Remote; USD 70,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision and life insur

401(k) with company matching

Tuition reimbursement

Paid time off + holidays

Volunteer time

BRGs open to all

Job summary

Empower Careers seeks a Wealth Solutions Advisor to help individual clients in our Investor Services segment. You will engage in goal-based planning, consolidate assets, and deliver insightful conversations using licensed tools and a client-centered approach.

You will work remotely nationwide, earning base salary with incentive compensation and a $5,000 sign-on bonus for licensed candidates who apply by December 31.

Qualifications

• FINRA Series 7, 63 and 65 (or 66) registrations required.
• 3+ years of financial industry sales experience.
• 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 maximizing Empower products and benefits.
• Drive appointments to uncover outside asset opportunities and onboard them.
• Present solutions for education, retirement, and long-term savings goals.
• Utilize Empower’s planning tools to identify needs and next steps.
• Manage time and pipeline to prioritize opportunities and growth of assets.
• Document conversations and follow-ups in Salesforce CRM.
• Coordinate with advisory teams to consolidate outside assets and hand back to Relationship Management.
• Meet bi-monthly sales and conversation targets to earn incentive compensation.
• Support regulatory requirements and participate in product seminars when needed.

Skills

Series 7

Series 63

Series 65

Sales experience

Listening skills

Investment vehicles

Fingerprinting

Salesforce CRM

Tools

Salesforce CRM

Job description

Empower Careers seeks a Wealth Solutions Advisor to help individual clients in our Investor Services segment. You will engage in goal-based planning, consolidate assets, and deliver insightful conversations using licensed tools and a client-centered approach.

You will work remotely nationwide, earning base salary with incentive compensation and a $5,000 sign-on bonus for licensed candidates who apply by December 31.