Financial Coach

Empower Geographics Inc

Remote, , US
Base: $58,500.00 - $72,000.00; bonus/equity: bonus...
Hybrid
Financial planning and investment advice
Inbound and outbound phone communication
Use of proprietary financial planning tools
Empower Geographics Inc offers a flexible work environment focused on purpose, well-being, and work-life balance while encouraging internal mobility and community volunteering

Job Summary

  • Empower Geographics Inc offers a flexible work environment focused on purpose, well-being, and work-life balance while encouraging internal mobility and community volunteering.
  • The Financial Coach role involves educating and advising participants on financial planning and investment options using proprietary tools, managing inbound queues, and ensuring excellent customer experiences.
  • Employees receive diverse benefits including medical and dental insurance, 401(k) with company match, tuition reimbursement, generous paid time off, paid volunteer time, and inclusive workplace programs.

Matching Summary

Empower Geographics Inc offers a flexible work environment focused on purpose, well-being, and work-life balance while encouraging internal mobility and community volunteering.

Salary

Base: $58,500.00 - $72,000.00; Bonus/Equity: Bonus program available for non-sales roles; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • Financial planning and investment advice
  • Inbound and outbound phone communication
  • Use of proprietary financial planning tools
  • Compliance and risk procedure adherence
  • Remote work with reliable high-speed internet
  • Client asset management and retention

Nice-to-have

  • Consultative customer-focused solutions
  • Experience managing multiple priorities
  • Working knowledge of Microsoft Office
  • Flexible and inclusive work environment
  • Volunteer and community engagement
  • Business Resource Groups participation

Key Requirements

  • Bachelor’s degree or equivalent experience
  • FINRA Series 7 and 66 (or 63 and 65) registrations
  • FINRA fingerprinting
  • Authorized to work in the U.S. without sponsorship

Work Rights

Must be authorized to work in the U.S. without sponsorship

Tailored Resume

Cover Letter