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Empower · 1 day ago

Wealth Solutions Advisor

United States

Full-time

Remote

Mid Level

$70K/yr - $92K/yr

3+ years exp

Empower is committed to transforming financial lives and offers a flexible work environment. The Wealth Solutions Advisor role focuses on helping individual consumers achieve their financial goals by utilizing industry-leading financial tools and building strong customer relationships.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available

Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets

Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning

Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps

Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower

Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed

Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off 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 involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65Financial industry experienceRetail investment knowledgeListening skillsVerbal communicationPresentation skillsOrganizational skillsInterpersonal skills

Required

FINRA Series 7, 63, and 65 (or 66) registrations required

3+ years of financial industry experience with demonstrated sales success required

Exceptional listening, verbal, and presentation skills

In-depth understanding of retail investment vehicles and qualified retirement plans

FINRA fingerprinting required

Preferred

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

Benefits

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 Family and Medical Leave (FMLA)

Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.