Associate Investment Advisor

📍 United States·🏢 Remote

Responsibilities

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

What you will do Conduct financial consultations to identify client goals and recommend solutions aligned with their objectives Facilitate onboarding and asset consolidation for clients entering Empower’s Wealth Solutions program Utilize Salesforce and Empower’s planning tools to manage pipelines, document interactions, and follow up on opportunities Collaborate with Senior Financial Advisors and Relationship Managers to ensure seamless client transitions Meet monthly activity and conversion targets while
experience in financial services, sales, or customer service preferred FINRA Series 7, 63, and 65 (or 66) required or ability to obtain within 90 days of employment.
***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 internet.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.**

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.
Fully licensed candidates are preferred Strong communication, listening, and interpersonal skills Comfort working with CRM systems and financial planning technology tools What will set you apart State life and health insurance license preferred Exposure to advisory, investment, or wealth management roles Strong motivation to build a career in financial advisory services Ability to thrive in a fast-paced, client-centric environment Passion for improving client financial literacy and long-term confidence
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.**
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