Empower

Investment Advisor

Empower

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

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 & Tools
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