Empower Geographics Inc offers a flexible work environment with a focus on purpose, well-being, and work-life balance while celebrating internal mobility and community volunteering
Job Summary
Empower Geographics Inc offers a flexible work environment with a focus on purpose, well-being, and work-life balance while celebrating internal mobility and community volunteering.
The Wealth Solutions Advisor role focuses on cultivating customer relationships, consolidating outside accounts, and delivering goal-based financial planning solutions using industry-leading tools.
Employees benefit from competitive compensation including a $5,000 licensing sign-on bonus, comprehensive medical and retirement benefits, paid time off, and an inclusive business-casual culture.
Matching Summary
Empower Geographics Inc offers a flexible work environment with a focus on purpose, well-being, and work-life balance while celebrating internal mobility and community volunteering.
Salary
Base: $70,000.00 - $92,500.00; Bonus/Equity: Incentive compensation and sales incentives available; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off
Skills & Requirements
Must-have
Remote work environment
Use of SalesForce CRM
Goal-based financial planning
Customer relationship cultivation
Financial product knowledge
Time and pipeline management
Nice-to-have
Team-first and customer-first mentality
Passion for helping mass-affluent customers
Motivated self-starter
Exceptional organizational skills
Inclusive and diverse workplace culture
Key Requirements
FINRA Series 7, 63, and 65 (or 66) registrations
3+ years financial industry experience with sales success