Remote Wealth Solutions Advisor - Plan & Consolidate Assets

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Tuition reimbursement

Job summary

Empower Careers is hiring a Wealth Solutions Advisor to serve individual clients remotely across the United States. The role focuses on planning, asset consolidation, and delivering effective conversations to help customers reach financial goals while leveraging Empower products and tools.

Applicants must have FINRA licenses and financial industry experience; a strong emphasis on customer service, planning expertise, and regulatory compliance is required.

Qualifications

• FINRA registrations required (7, 63, 65 or 66)
• 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 utilizing Empower products
• Drive appointments to uncover outside asset opportunities and onboard assets
• Demonstrate goal-based planning for education, retirement and long-term savings
• Use Empower’s conversation model and planning tools to identify needs and next steps
• Manage time and pipeline to prioritize opportunities
• Document conversations in Salesforce and follow up on opportunities not yet closed
• Partner with advisory teams to consolidate outside assets and hand off to relationship management
• Achieve bi-monthly sales and conversation targets to earn incentive compensation
• Assist with additional duties such as seminars and regulatory compliance tasks

Skills

FINRA Series 7

FINRA Series 63

FINRA Series 65

Sales experience

Active listening

Presentation skills

Retail investment knowledge

Tools

Salesforce CRM

Job description

Empower Careers is hiring a Wealth Solutions Advisor to serve individual clients remotely across the United States. The role focuses on planning, asset consolidation, and delivering effective conversations to help customers reach financial goals while leveraging Empower products and tools.

Applicants must have FINRA licenses and financial industry experience; a strong emphasis on customer service, planning expertise, and regulatory compliance is required.