Associate Investment Advisor

Empower

1d•Remote

About The Position

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. As an Associate Investment Advisor, you will support Empower’s Wealth Solutions organization by guiding clients through their initial steps toward achieving financial goals. You will conduct goal-based financial consultations, introduce clients to Empower’s advisory experience, and help consolidate outside assets. This role offers hands-on client engagement and a structured pathway toward advanced advisory opportunities within the Wealth Solutions team.

Requirements

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
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.
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.
Other necessary computer equipment, will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Nice To Haves

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

Responsibilities

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

Benefits

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.
Base Salary Range $50,300.00 - $69,125.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.