Remote Wealth Solutions Advisor - Financial Planning

Empower; United States; Remote; USD 70,000 - 93,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Tuition reimbursement

Volunteer time off

BRGs and inclusion

Job summary

Empower is seeking a Wealth Solutions Advisor to work remotely in the United States. The role focuses on helping customers consolidate assets and meet financial goals using licensed knowledge and planning tools.

You will not manage a book of business but will drive opportunities and onboarding of outside assets. Qualified candidates bring FINRA licenses, several years of financial sales experience, and strong communication skills.

Qualifications

• FINRA registrations (Series 7/63/65 or 66) required.
• At least 3 years in financial services with sales success.
• Excellent listening, verbal, and presentation skills.
• Strong knowledge of retail investments 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 holistic goal-based planning for education, retirement, and long-term goals.
• Apply Empower's planning tools to identify needs and next steps.
• Manage time and pipeline to focus on opportunities with growth potential.
• Document conversations in Salesforce and follow up on pending opportunities.
• Coordinate with advisory teams to consolidate assets and hand off when closed.
• Meet bi-monthly sales and conversation targets to earn incentives.

Skills

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

3+ years of financial experience

Listening and presentation skills

Retail investment vehicles knowledge

FINRA fingerprinting

Job description

Empower is seeking a Wealth Solutions Advisor to work remotely in the United States. The role focuses on helping customers consolidate assets and meet financial goals using licensed knowledge and planning tools.

You will not manage a book of business but will drive opportunities and onboarding of outside assets. Qualified candidates bring FINRA licenses, several years of financial sales experience, and strong communication skills.