Senior Wealth Advisor - Remote Licensed Position

Senior Wealth Advisor - Remote Licensed Position

Full-time

Jobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities:
Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

Grow your career with a growing organization

Whether they’re helping people reach their long‑term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. From a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Wealth Advisor at Empower works with individual consumers to ignite a plan to document and meet financial goals and consolidate assets with Empower. The 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 the benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts.

• Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available.
• Drive scheduled appointments that require uncovering outside asset opportunities, closing on the outside opportunities identified, and seamlessly quarterbacking 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 the 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 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, in support of strategic department and firm initiatives.

• Bachelor’s degree or an equivalent combination of education and professional work experience.
• 3+ years of financial industry experience with demonstrated sales success.
• Exceptional listening, verbal, and presentation skills.
• In‑depth understanding of retail investment vehicles and qualified retirement plans.
• FINRA Series 7, 63, and 65 registrations.
• FINRA fingerprinting required.

• 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.
• Excep…