Premier Brokerage Associate

Empower • Overland Park, KS

3d • $50,300 - $69,125 • Remote

About The Position

As a Premier Brokerage Associate at Empower, you will provide service and support to new and existing clients through inbound telephone interactions. You will assist clients with retail investment products and brokerage account types, resolve account-related inquiries, and use Empower’s systems and platforms to provide accurate, efficient, and personalized service. The role involves explaining financial concepts clearly, supporting securities trading and account service requests, and identifying opportunities to refer clients to the Retirement Advisor Team.

The Monday–Friday schedule varies by time zone: Eastern Time, 11:30 a.m.–8:00 p.m.; Central Time, 10:30 a.m.–7:00 p.m.; or Mountain Time, 9:30 a.m.–6:00 p.m. The expected start date is January 18, 2027. This is a remote position; associates must have reliable high-speed wired internet and an appropriate home workspace. Other necessary computer equipment will be provided. Associates may be required to work in an office if their home work environment or internet connection is inadequate.

Requirements

• Active FINRA Series 7 and Series 63 licenses.
• FINRA fingerprinting.
• At least 2 years of customer service experience, preferably in financial services or a high-volume inbound call center.
• Knowledge of equities trading, fixed income, and options.

Nice To Haves

• Retail, IRA, and/or 401(k) customer service experience and prior brokerage and mutual fund trading experience.
• Strong customer service background, preferably in a high-volume inbound call center.
• Firm understanding of customers’ diverse operational and investment needs.
• Knowledge of current financial markets and retirement account operations.
• Strong written, verbal, and presentation skills.
• Strong technological skills and ability to multitask across systems.
• Prior remote work experience.

Responsibilities

• Provide exceptional service and support to Empower’s retail customers, explaining concepts in an easy-to-understand manner.
• Assist clients with trading equities, ETFs, mutual funds, options, and fixed-income securities in an inbound call center setting.
• Handle service requests including account opening, asset movement, trades, and account maintenance for Empower retail products.
• Take ownership of client requests, provide accurate information, and initiate proactive follow-up to deliver an efficient and responsive experience.
• Apply knowledge of brokerage transaction and regulatory requirements, including corporate actions, exchange rules, suitability, and tax implications.
• Identify leads and opportunities to refer to the Retirement Advisor Team and support new business opportunities.

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.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time 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 that facilitate inclusion and collaboration.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed