Wealth Solutions Investment Advisor - Flexible Growth

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

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