Wealth Solutions - Investment Advisor

Empower Retirement; United States; Hybrid; USD 65,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, vision and life insur

Job summary

Empower Retirement is seeking a client-focused Financial Advisor to guide onboarding and asset consolidation for clients, using Empower planning tools. You will document interactions in Salesforce, manage opportunities, and collaborate with senior advisors to ensure smooth transitions.

You will maintain regulatory compliance and deliver a high-quality client experience. Join a flexible work environment and contribute to helping clients achieve their financial goals while advancing your career in

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field or equivalent
• Active FINRA Series 7 license required
• Active FINRA Series 63 and Series 65 licenses, or Series 66, required
• FINRA fingerprinting required
• State Life and Health Insurance License preferred
• Experience in financial services, wealth management, or related client-facing roles preferred
• Internship or early career experience supporting financial advisors is desirable

Responsibilities

• Conduct financial consultations to understand goals and recommend Empower wealth management solutions
• Guide clients through onboarding into Empower's Wealth Solutions program
• Document interactions and manage opportunities using Salesforce and planning tools
• Partner with Senior Advisors to ensure smooth client transitions
• Deliver personalized, goal-based financial discussions while staying compliant with regulations

Skills

Communication

Relationship building

Regulatory compliance

Organizational skills

Client-centric

Education

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

Tools

Salesforce

Financial planning software

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

What You Will Do

• Conduct financial consultations with new and existing clients to understand financial goals, evaluate outside assets, and recommend Empower wealth management solutions aligned with client objectives
• Guide clients through the onboarding process into Empower's Wealth Solutions program, including account opening and asset consolidation
• Utilize Salesforce CRM, Empower's digital planning tools, and other technology platforms to document client interactions, manage opportunities, and execute follow-up activities
• Partner with Senior Financial Advisors and Relationship Management teams to ensure seamless client transitions as financial needs become more complex
• Apply Empower's consultative conversation framework to deliver personalized, goal-based financial discussions
• Maintain current knowledge of investment products, retirement planning strategies, market trends, and Empower's service offerings
• Meet or exceed established activity, client engagement, and conversion goals that support client growth and retention
• Participate in coaching, training, licensing, and ongoing professional development programs to strengthen advisory capabilities
• Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements
• Perform other duties as assigned in support of departmental and organizational objectives

What You Will Bring

• Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
• Active FINRA Series 7 license required
• Active FINRA Series 63 and Series 65 licenses, or Series 66, required
• FINRA Fingerprinting required
• State Life and Health Insurance License preferred
• Candidates who possess the required FINRA licenses and prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles are strongly preferred
• Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable
• Strong communication, listening, and relationship-building skills with the ability to establish trust and deliver an exceptional client experience
• Experience using CRM systems, preferably Salesforce, and financial planning technology
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced, client-focused environment
• Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance
• Passion for helping clients build financial confidence and achieve their long-term financial goals

What Will Set You Apart

• Experience in wealth management, investment advisory services, retirement planning, or financial planning
• Demonstrated success building client relationships and achieving client engagement or business development goals
• Knowledge of retirement products, advisory solutions, and financial planning concepts
• Ability to navigate change and thrive in a collaborative, team-oriented environment
• Commitment to continuous learning and long-term career growth within Wealth Solutions

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance