Senior Wealth Advisor - Remote Licensed Position

Dev; Greenwood Village (CO); Remote; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical, dental, vision and life insurance

401(k) plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Business Resource Groups (BRGs)

Job summary

A leading financial services provider is seeking a Senior Wealth Advisor for a remote position in Colorado. The advisor will engage with clients to achieve their financial goals and consolidate assets. Key responsibilities include cultivating relationships, managing customer pipelines, and utilizing financial tools. Candidates should possess significant industry experience, a relevant degree, and strong communication skills. Benefits include comprehensive insurance, a 401(k) plan, tuition reimbursement, and generous paid time off.

Qualifications

• 3+ years of financial industry experience with demonstrated sales success.
• In-depth understanding of retail investment vehicles and retirement plans.
• Exceptional verbal and presentation skills.

Responsibilities

• Cultivate relationships to address customer needs.
• Drive scheduled appointments and uncover asset opportunities.
• Manage time and pipeline based on customer needs.

Skills

Listening skills

Presentation skills

Customer service

Sales success

Organizational skills

Education

Bachelor's degree or equivalent

Tools

SalesForce CRM

Job description

Senior Wealth Advisor - Remote Licensed Position

Full-time

Jobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. We prioritize individuals from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, Elderly, LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Empower.

Grow your career with a growing organization

Whether we’re helping people reach their long‑term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. From a personal satisfaction perspective, you’ll enjoy freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Wealth Advisor with Empower works with individual consumers to ignite a plan to document and meet financial goals and consolidate assets with Empower. The advisor utilizes proper licensing, certifications, and industry‑leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook.

In this role, you will not manage a book of business; instead you will focus on delivering solutions to our customers. A successful advisor quickly and effectively engages customers in conversations about the benefits of consolidating accounts to meet financial goals simply and effectively. Success is measured by the successful consolidation of outside accounts.

What You Will Do

• Cultivate relationships by prudently addressing customer needs while maximizing the use of Empower products and service benefits available.
• Drive scheduled appointments that uncover outside asset opportunities, close on the opportunities identified, and seamlessly onboard outside assets.
• Demonstrate holistic knowledge of goal‑based planning by presenting solutions for all types of savings goals, including education, retirement, and other intermediate to long‑term goals.
• Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver appropriate next steps.
• Diligently manage time and pipeline to prioritize the day based on customer needs and likelihood of expanding the relationship with Empower.
• Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients during account transfers, and effectively pursue opportunities not yet closed.
• Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back to the relationship management team once assets are closed.
• Deliver on bi‑monthly sales and conversation targets to earn incentive compensation.
• Other duties as assigned, which may include staff meetings, product seminars/training, and meeting all federal and state requirements related to securities and insurance regulations in support of strategic department and firm initiatives.

What You Will Bring

• Bachelor's degree or an equivalent combination of education and professional work experience.
• 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 Series 7, 63, and 65 registrations.
• FINRA fingerprinting required.

What Will Set You Apart

• A passion for helping mass‑affluent customers structure and reach intermediate to long‑term savings goals.
• Motivated, self‑starter with the drive to thrive in a high‑velocity, senior sales environment.
• Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations.
• Team‑first and customer‑first mentality to preserve and enhance Empower’s phenomenal culture and customer‑centric values.
• Exceptional organizational and interpersonal skills with a working knowledge of retirement plans.

What we offer you

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business‑casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short‑ and long‑term disability, and FMLA
• Business Resource Groups (BRGs) – internal networks that rally around common interests, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$81,000.00 - $99,000.00

Equal opportunity employer • Drug‑free workplace

We are an equal‑opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

For remote and hybrid positions you will be required to provide reliable high‑speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

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Workplace Flexibility

Remote