Wealth Solutions – Investment Advisor

Empower

. Conduct financial consultations with new and existing clients to understand financial goals, evaluate outside assets, and recommend Empower wealth management solutions .

Posted 10/27/2026full-timeRemote • United StatesMid-LevelSenior💰 $50,300 - $69,125 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial consultations, client onboarding, and wealth management solutions while maintaining compliance with regulatory requirements. Proficient in utilizing Salesforce CRM and financial planning technology to enhance client engagement and achieve financial goals.

Highest-signal resume keywords

Active FINRA Series 7 LicenseActive FINRA Series 63 LicenseActive FINRA Series 65 LicenseSalesforce CRM ExperienceFinancial Planning Technology Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ConsultationsWealth Management SolutionsInvestment Products KnowledgeRetirement Planning StrategiesClient EngagementRegulatory ComplianceAsset ConsolidationGoal-Based Financial DiscussionsOpportunity ManagementMulti-Priority Management

Soft Skills

Strong Communication SkillsListening SkillsRelationship-Building SkillsIntegrityProfessionalism

Tools & Technologies

Salesforce CRMEmpower Digital Planning ToolsFinancial Planning Technology

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseState Life and Health Insurance License

Industry Keywords

Financial ServicesWealth ManagementInvestment ServicesClient-Facing Financial RolesRegulatory Requirements

About the role

Key responsibilities & impact

Conduct financial consultations with new and existing clients to understand financial goals, evaluate outside assets, and recommend Empower wealth management solutions
Guide clients through onboarding into Empower's Wealth Solutions program, including account opening and asset consolidation
Use Salesforce CRM, Empower's digital planning tools, and other technology platforms to document client interactions, manage opportunities, and execute follow-up activities
Partner with Senior Financial Advisors and Relationship Management teams to ensure seamless client transitions as financial needs become more complex
Apply Empower's consultative conversation framework to deliver personalized, goal-based financial discussions
Maintain current knowledge of investment products, retirement planning strategies, market trends, and Empower's service offerings
Meet or exceed activity, client engagement, and conversion goals supporting client growth and retention
Participate in coaching, training, licensing, and ongoing professional development programs
Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements
Perform other duties as assigned in support of departmental and organizational objectives

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
Active FINRA Series 7 license required
Active FINRA Series 63 and Series 65 licenses, or Series 66, required
FINRA Fingerprinting required
State Life and Health Insurance License preferred
Candidates who possess the required FINRA licenses and prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles are strongly preferred
Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable
Strong communication, listening, and relationship-building skills with the ability to establish trust and deliver an exceptional client experience
Experience using CRM systems, preferably Salesforce, and financial planning technology
Strong organizational skills with the ability to manage multiple priorities in a fast-paced, client-focused environment
Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance
Passion for helping clients build financial confidence and achieve their long-term financial goals
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT
Reliable high-speed internet with a wired connection and a suitable home workspace required for remote work

Benefits

Comp & perks

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.
Flexible work environment
Reliable high-speed internet and home workspace support for remote positions
Necessary computer equipment provided
Bonus program opportunity for non-sales positions
Sales incentives and, in some instances, a bonus plan for sales positions