Lead Wealth Advisor

Empower Geographics Inc

Base: $65,600.00 - $92,675.00; bonus/equity: sales...
Hybrid
Handle escalated customer situations
Monitor calls for quality
Review recommendations
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

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.
  • The Lead Wealth Advisor handles escalated customer situations, monitors calls for quality, reviews recommendations in a supervisory capacity, and answers associate inquiries regarding systems and industry knowledge.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching 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.

Salary

Base: $65,600.00 - $92,675.00; Bonus/Equity: Sales positions eligible for sales incentives/bonus; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement

Skills & Requirements

Must-have

  • Handle escalated customer situations
  • Monitor calls for quality
  • Review recommendations
  • Answer associate inquiries
  • Ensure customer focus and compliance
  • Develop and share tactical expertise

Nice-to-have

  • Advocate for customer success
  • Facilitate customer-focused culture
  • Passion for leadership
  • Desire to learn new tools

Key Requirements

  • FINRA Series 7, 24, 63 and 65 (or 66) required
  • FINRA fingerprinting required
  • Bachelor's degree or equivalent experience
  • 2+ years relatable industry experience and leadership
  • Authorized to work for any employer in the U.S.

Work Rights

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

Tailored Resume

Cover Letter