Wealth Solutions – Investment Advisor

Empower

Wealth Solutions Investment Advisor at Empower guiding clients through financial goals. Conducting financial consultations and facilitating onboarding for clients with less than $100,000 in assets.

Posted 5/22/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $50,300 - $69,125 per yearWebsite

About the role

Key responsibilities & impact

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 maintaining regulatory and policy compliance

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Economics, or related field, or equivalent experience
1–2 years of 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.
Fully licensed candidates are preferred
Strong communication, listening, and interpersonal skills
Comfort working with CRM systems and financial planning technology tools

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial consultationsasset consolidationpipeline managementregulatory compliancesales strategiescustomer service

Soft Skills

communication skillslistening skillsinterpersonal skills

Certifications

Bachelor’s degreeFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66