Wealth Solutions - Investment Advisor

Empower • Overland Park, KS

2d • $50,300 - $69,125 • Remote

About The Position

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 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. The role primarily serves clients with less than $100,000 in total assets, introducing them to Empower's advisory experience, helping consolidate outside assets, and establishing a foundation for long-term financial relationships.

Requirements

• Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and Series 65 licenses, or Series 66, required.
• FINRA Fingerprinting required.
• Strong communication, listening, and relationship-building skills, with the ability to establish trust and deliver an exceptional client experience.
• Experience using CRM systems, preferably Salesforce, and financial planning technology.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced, client-focused environment.
• Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance.
• Passion for helping clients build financial confidence and achieve long-term financial goals.
• Must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT, is not available.

Nice To Haves

• State Life and Health Insurance License.
• Prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles.
• Internship or early-career experience supporting financial advisors, investment professionals, or wealth management teams.
• 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.

Responsibilities

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

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off upon hire, including a paid time off program, 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).
• 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.
• Business-casual environment with the option to wear jeans.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level