Financial Coach

Empower Geographics Inc

Base: $58,500.00 - $72,000.00; bonus/equity: non-s...
Hybrid
Finra 7 and 66 registrations required
Inbound and outbound phone role experience
Proprietary financial planning tool usage
The Financial Coach is responsible for servicing workplace participants in investment and financial wellness needs while impacting key growth initiatives

Job Summary

  • The Financial Coach is responsible for servicing workplace participants in investment and financial wellness needs while impacting key growth initiatives.
  • Candidates must be available to work specific Monday-Friday schedules based on Eastern, Central, or Mountain Time zones.
  • The company offers a comprehensive benefits package including medical insurance, a 401(k) plan with up to 6% matching, and tuition reimbursement.

Matching Summary

The Financial Coach is responsible for servicing workplace participants in investment and financial wellness needs while impacting key growth initiatives.

Salary

Base: $58,500.00 - $72,000.00; Bonus/Equity: Non-sales positions eligible for bonus program; Benefits: Medical, dental, vision, life insurance, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • FINRA 7 and 66 registrations required
  • Inbound and outbound phone role experience
  • Proprietary financial planning tool usage

Nice-to-have

  • Consultative skills for customer needs
  • Experience managing multiple priorities
  • Ability to handle stressful situations

Key Requirements

  • Bachelor's degree or equivalent combination of education and professional work
  • FINRA 7 and 66 (or 63 and 65) registrations within timelines
  • Authorized to work for any employer in the U.S. without sponsorship

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter