Investment Advisor

Company: Empower
Location: Manchester
Posted on: May 28, 2025

Job Description:

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. As an Investment Advisor, you will be responsible for servicing individual clients within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population. What you will do

• Educate retail clients on the Advisory Services available through their plan to reach their retirement goals
• Possess knowledge of the clients' financial goals and be able to explain managed account service offerings
• Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest
• Will perform aspects of financial planning for customer
• Uncover leads and opportunities to hand off to the Client Success Advisor Team
• Drive new business opportunities
• Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring
  • 4 + years of financial customer service experience
  • Brokerage and mutual fund trading experience
  • FINRA Series 7, 63 & 65 required, within corporate established timelines
  • FINRA fingerprinting required What will set you apart
    • FINRA Series 7 licensed
    • Strong written, verbal, and presentation skills
    • Retail, IRA. and/or 401K customer service experience
    • Bachelors preferred #PJPW ***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.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
      • 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $49,500.00 - $63,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer --- Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. -***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 05-28-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide

Keywords: Empower, New England , Investment Advisor, Other , Manchester, Northeast