Wealth Solutions Investment Advisor

NationwideRemotemid

OtherInvestment

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Quick Summary

Overview

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. We have a flexible work environment,

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OtherInvestment

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. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

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

The Wealth Solutions – Investment Advisor supports Empower's Wealth Solutions organization by guiding clients through the initial steps of achieving their financial goals. This advisory role is designed for licensed investment professionals who are building a career in wealth management. Through direct client engagement, mentorship, and hands-on experience with Empower's holistic financial planning process, Investment Advisors develop the knowledge and skills needed to progress into Senior Financial Advisor roles. Working primarily with clients who have less than $100,000 in total assets, Investment Advisors introduce clients to Empower's advisory experience, assist with consolidating outside assets, and establish the foundation for long-term financial relationships.

Responsibilities

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Conduct financial consultations with new and existing clients to understand financial goals, evaluate outside assets, and recommend Empower wealth management solutions aligned with client objectives
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Guide clients through the onboarding process into Empower's Wealth Solutions program, including account opening and asset consolidation
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Utilize Salesforce CRM, Empower's digital planning tools, and other technology platforms to document client interactions, manage opportunities, and execute follow-up activities
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Partner with Senior Financial Advisors and Relationship Management teams to ensure seamless client transitions as financial needs become more complex
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Apply Empower's consultative conversation framework to deliver personalized, goal-based financial discussions
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Maintain current knowledge of investment products, retirement planning strategies, market trends, and Empower's service offerings
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Meet or exceed established activity, client engagement, and conversion goals that support client growth and retention
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Participate in coaching, training, licensing, and ongoing professional development programs to strengthen advisory capabilities
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Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements
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Perform other duties as assigned in support of departmental and organizational objectives

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Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
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Active FINRA Series 7 license required
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Active FINRA Series 63 and Series 65 licenses, or Series 66, required
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FINRA Fingerprinting required
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State Life and Health Insurance License preferred
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Candidates who possess the required FINRA licenses and prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles are strongly preferred
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Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable
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Strong communication, listening, and relationship-building skills with the ability to establish trust and deliver an exceptional client experience
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Experience using CRM systems, preferably Salesforce, and financial planning technology
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Strong organizational skills with the ability to manage multiple priorities in a fast-paced, client-focused environment
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Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance
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Passion for helping clients build financial confidence and achieve their long-term financial goals

Experience in wealth management, investment advisory services, retirement planning, or financial planning
Demonstrated success building client relationships and achieving client engagement or business development goals
Knowledge of retirement products, advisory solutions, and financial planning concepts
Ability to navigate change and thrive in a collaborative, team-oriented environment
Commitment to continuous learning and long-term career growth within Wealth Solutions

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#LI-Remote

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What We Offer

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We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

✓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.