Wealth Solutions Advisor

Empower Company S.R.O. • Greenwood Village, CO

6d • $70,000 - $92,500 • 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. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts.

Requirements

• FINRA Series 7, 63, and 65 (or 66) registrations required.
• 3+ years of financial industry experience with demonstrated sales success required.
• Exceptional listening, verbal, and presentation skills.
• In-depth understanding of retail investment vehicles and qualified retirement plans.
• FINRA fingerprinting required.

Nice To Haves

• A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals.
• Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment.
• Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations.
• Team-first and customer-first mentality to preserve and enhance Empower's phenomenal culture and customer-centric values.
• Exceptional organizational and interpersonal skills with a working knowledge of retirement plans.

Responsibilities

• Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available.
• Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets.
• Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning.
• Implement Empower's conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps.
• Diligently manage time and pipeline to prioritize day based on customer's needs and likelihood of expanding relationship with Empower.
• Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed.
• Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed.
• Deliver on bi-monthly sales and conversation targets to earn incentive compensation.
• Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 51-100 employees