Remote Wealth Solutions Investment Advisor

Empower Retirement, LLC; Overland Park (KS); Sur place; USD 50 000 - 69 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision and life 보험

Retirement savings – 401(k) with up to

Company matching contributions up to 6

Tuition reimbursement up to $5,250/yr

Generous paid time off and holidays

Volunteer time off (16 hours/yr)

Business Resource Groups (BRGs)

Résumé du poste

Empower Retirement, LLC in Overland Park, Kansas seeks an Investment Advisor to guide clients through initial steps of wealth planning. This licensed role focuses on onboarding, asset consolidation, and holistic financial planning within Empower's Wealth Solutions framework.

You will work with clients with under $100k assets, leverage Salesforce and planning tools, and collaborate with Senior Advisors to grow relationships while maintaining regulatory compliance and ongoing professional

Qualifications

• Bachelor's degree required in business, finance, economics, or related field.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and Series 65 licenses, or Series 66.
• FINRA Fingerprinting required.
• State Life and Health Insurance license preferred.
• Prior experience in financial services, wealth management, or client-facing roles is strongly preferred.
• Internship or early career experience supporting financial advisors is desirable.
• Experience using CRM systems, preferably Salesforce.

Responsabilités

• Conduct financial consultations to understand client goals and recommend Wealth Solutions.
• Guide onboarding into Empower's Wealth Solutions program, including account opening.
• Document client interactions and manage opportunities using Salesforce and planning tools.
• Partner with Senior Financial Advisors and Relationship Management teams for seamless transitions.
• Deliver personalized, goal-based financial discussions using a consultative framework.
• Maintain knowledge of investments, retirement planning, market trends, and offerings.
• Meet activity and client engagement targets; participate in coaching and licensing programs.
• Maintain regulatory compliance with FINRA, SEC, and state requirements.

Connaissances

Communication

Relationship-building

Client-focused

Formation

Bachelor's degree in Business, Finance, Economics, or related field

Outils

Salesforce CRM

Description du poste

Empower Retirement, LLC in Overland Park, Kansas seeks an Investment Advisor to guide clients through initial steps of wealth planning. This licensed role focuses on onboarding, asset consolidation, and holistic financial planning within Empower's Wealth Solutions framework.

You will work with clients with under $100k assets, leverage Salesforce and planning tools, and collaborate with Senior Advisors to grow relationships while maintaining regulatory compliance and ongoing professional