Remote Wealth Solutions Advisor - Grow Financial Futures

Empower LLC; Northern (KY); Hybrid; USD 70,000 - 93,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with company match

Job summary

Empower LLC seeks a Wealth Solutions Advisor to serve individuals remotely across the United States, focusing on goal-based planning and asset consolidation with Empower solutions.

You will leverage licensing and tools to deliver suitable investment guidance while meeting bi-monthly sales targets; this role emphasizes customer-first service and strong collaboration with advisory teams.

Qualifications

• FINRA Series 7, 63, and 65 (or 66) registrations required.
• Minimum 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 and identify outside asset opportunities.
• Schedule appointments and oversee onboarding of outside assets.
• Present goal-based planning solutions for education, retirement, and long-term goals.
• Document conversations and manage pipeline in CRM.
• Collaborate with teams to consolidate assets and ensure smooth handoffs.

Skills

FINRA registrations

Sales experience

Active listening

Presentation skills

Job description

Empower LLC seeks a Wealth Solutions Advisor to serve individuals remotely across the United States, focusing on goal-based planning and asset consolidation with Empower solutions.

You will leverage licensing and tools to deliver suitable investment guidance while meeting bi-monthly sales targets; this role emphasizes customer-first service and strong collaboration with advisory teams.