Investment Advisor
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Job Description
Associate Investment Advisor conducting financial consultations for clients to achieve financial goals. Facilitating onboarding and collaborating with financial advisors for seamless operations.
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
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.
- Strong communication, listening, and interpersonal skills
- Comfort working with CRM systems and financial planning technology tools
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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)
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