Wealth Solutions - Investment Advisor
$50,300–$69,125 year
Remote · United States
Job Summary
As a Wealth Solutions Investment Advisor, you will conduct goal-based financial consultations, guide clients through onboarding and asset consolidation, and introduce clients to Empower’s advisory experience. You will utilize Salesforce and Empower’s planning tools to manage pipelines, collaborate with Senior Financial Advisors and Relationship Managers, and strive to meet monthly activity and conversion targets while maintaining regulatory compliance. The role emphasizes hands-on client engagement in wealth management and advisory services for clients with less than $100,000 in assets, and may involve remote work per policy. The position requires a Bachelor’s degree (or equivalent experience) and FINRA licenses (7, 63, 65 or 66) or the ability to obtain them within 90 days, with licensed candidates favored; state life and health license is a plus. Strong communication, interpersonal, and CRM skills are essential, as is comfort with financial planning technology and regulatory requirements. The posting notes remote and hybrid work options and explicitly states no visa sponsorship is available.
Required Qualifications
- 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
Additional Requirements
- 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
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