Remote Wealth Solutions Advisor: Goal-Based Planning

Empower Careers; Saint Charles (MO); Remote; USD 70,000 - 93,000; Full time

Benefits offered by this job

Sign-on bonus

Remote work

401(k) with match up to 6%

Tuition reimbursement up to $5,250/yr

Paid time off + holidays

Job summary

Empower is seeking a Wealth Solutions Advisor to work with individual consumers in our Investor Services segment. The role focuses on documenting and meeting financial goals, consolidating assets, and delivering personalized advice using licensed credentials and industry tools.

vous will not manage a book of business but will drive conversations, identify outside asset opportunities, and support onboarding.

Qualifications

• FINRA registrations required (7/63/65 or 66).
• 3+ years of financial industry sales experience.
• Exceptional listening, verbal, and presentation skills.
• Strong knowledge of retail investment vehicles and qualified retirement plans.

Responsibilities

• Cultivate relationships and maximize Empower products and service benefits.
• Drive appointments to uncover outside asset opportunities and onboard assets.
• Present goal-based planning solutions for education, retirement, and long-term goals.
• Use Empower’s tools to identify client needs and next steps.

Skills

FINRA licenses (7/63/65 or 66)

Sales experience

Active listening and presentation

Regulatory compliance knowledge

Job description

Empower is seeking a Wealth Solutions Advisor to work with individual consumers in our Investor Services segment. The role focuses on documenting and meeting financial goals, consolidating assets, and delivering personalized advice using licensed credentials and industry tools.

vous will not manage a book of business but will drive conversations, identify outside asset opportunities, and support onboarding.