Empower

Investment Advisor

Empower

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $55,300 - $76,075 per year

About the role

  • Educate retail clients on the Advisory Services available through their plan to reach their retirement goals
  • Possess knowledge of the clients' financial goals and be able to explain managed account service offerings
  • Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest
  • Will perform aspects of financial planning for customer
  • Perform mutual fund, equity, bond, ETF, Muni and, CD trades
  • Uncover leads and opportunities to hand off to the Wealth Advisor Team
  • Drive new business opportunities
  • Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up

Requirements

  • 4 + years of financial customer service experience
  • Brokerage and mutual fund trading experience
  • FINRA Series 7, 63 & 65 required
  • FINRA fingerprinting required
Benefits
  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningmutual fund tradingequity tradingbond tradingETF tradingMuni tradingCD trading
Soft skills
client educationattention to detailproactive follow upownershipclient experience
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA fingerprinting