Remote Wealth Solutions Advisor: Consolidate Outside Assets

Empower Careers; New York (NY); Remote; USD 70,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision, life

401(k) with matching

Tuition reimbursement

Casual dress

Paid time off

Volunteer time

BRGs and inclusion

Job summary

Empower Careers is seeking a Wealth Solutions Advisor to help customers document and meet financial goals and consolidate assets with Empower. This fully remote role uses licensed expertise to deliver tailored planning and investment solutions, with emphasis on accountability and customer outcomes.

The position emphasizes an advisory approach, asset consolidation, and a strong focus on bi-monthly targets to earn incentive compensation, within a supportive, inclusive workplace.

Qualifications

• 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.
• Drive appointments to uncover outside asset opportunities and onboard assets.
• Present goal-based planning solutions for education, retirement, and long-term goals.
• Use Empower tools to identify needs and guide next steps.
• Manage time and pipeline to maximize relationship expansion.
• Document conversations and follow-ups in Salesforce CRM.
• Coordinate with advisory teams to consolidate assets and transition to relationship management.
• Meet bi-monthly sales and conversation targets for incentives.

Skills

FINRA Series 7, 63, and 65 (or 66)

3+ years financial industry experience

Exceptional listening and presentation

Tools

SalesForce CRM

FINRA fingerprinting

Job description

Empower Careers is seeking a Wealth Solutions Advisor to help customers document and meet financial goals and consolidate assets with Empower. This fully remote role uses licensed expertise to deliver tailored planning and investment solutions, with emphasis on accountability and customer outcomes.

The position emphasizes an advisory approach, asset consolidation, and a strong focus on bi-monthly targets to earn incentive compensation, within a supportive, inclusive workplace.