Investment Advisor

Empowercommunitycare

Base: $55,300.00 - $76,075.00; bonus/equity: sales...
Hybrid
Client relationship management
Financial planning for customers
Brokerage and mutual fund trading
Empowercommunitycare is seeking an experienced Investment Advisor to join their hybrid team, focusing on servicing individual clients in taxable and IRA accounts. The role involves providing personalized financial advice, maintaining compliance, and enhancing client relationships while promoting a culture of flexibility and community engagement

Job Summary

  • 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.
  • As an Investment Advisor you are responsible for servicing individual client and brokerage customers within Empower’s taxable and IRA accounts.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

Match Score: 85

Empowercommunitycare is seeking an experienced Investment Advisor to join their hybrid team, focusing on servicing individual clients in taxable and IRA accounts. The role involves providing personalized financial advice, maintaining compliance, and enhancing client relationships while promoting a culture of flexibility and community engagement.

Salary

Base: $55,300.00 - $76,075.00; Bonus/Equity: Sales incentives/bonus plan for sales positions; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning for customers
  • Brokerage and mutual fund trading
  • Advisory Services education
  • Best interest advice delivery

Nice-to-have

  • Internal mobility encouragement
  • Purpose and well-being focus
  • Welcoming and inclusive environment
  • Volunteering for causes

Key Requirements

  • 4+ years financial customer service
  • FINRA Series 7, 63 & 65 (or 66)
  • FINRA fingerprinting required
  • Authorized to work for any employer in the U.S.

Work Rights

Authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter