FINRA Licensed Wealth Advisor
Job Summary
To support individual consumers in achieving financial freedom, the full-time remote FINRA Licensed Wealth Advisor will cultivate relationships, drive asset consolidation, and provide tailored financial solutions using industry-leading tools and knowledge.
Key responsibilities
- Cultivate relationships by addressing customer needs and maximizing Empower products and services
- Drive scheduled appointments to uncover and close on outside asset opportunities
- Demonstrate holistic knowledge of goal-based planning for various savings goals
Required qualifications
- FINRA Series 7, 63, and 65 (or 66) registrations required
- 3+ years of financial industry experience with demonstrated sales success
- In-depth understanding of retail investment vehicles and qualified retirement plans
- FINRA fingerprinting required
- Exceptional listening and presentation skills
Complete Job Description
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