Financial Solutions Consultant

At Empower, we believe that transforming financial lives begins with empowering our team. Our flexible work environment and fluid career paths allow you to chart your own path while making a meaningful impact on customers' financial futures. We value purpose, well-being, and achieving a work-life balance. We invite you to join our inclusive community where you can thrive while helping others achieve their financial goals. This position is fully remote and offers competitive incentive compensation in addition to a base salary. The Financial Solutions Consultant will engage with individuals in our Investor Services segment to create actionable plans that align with their financial aspirations and consolidate their assets with Empower. You will leverage your licenses, certifications, and premier financial tools to understand client needs deeply and propose effective solutions that enhance their financial outlook. In this role, you will focus on offering solutions without managing a book of business. Your ability to facilitate conversations around the benefits of consolidating accounts will be key to meeting customers' financial goals. Success will be measured by the effective consolidation of external accounts. Key Responsibilities: Build strong relationships by addressing customer needs and maximizing the benefits of Empower's products and services. Proactively schedule appointments to uncover opportunities for assets consolidation and drive the onboarding process seamlessly. Exhibit a comprehensive understanding of goal-oriented financial planning, including education cost management, retirement funding, and other long-term savings objectives. Utilize Empower's conversation model and planning tools to identify client needs and deliver actionable next steps. Manage your time effectively to prioritize customer needs and maximize relationship-building opportunities with Empower. Maintain detailed documentation of client conversations and follow-up actions using SalesForce CRM, ensuring efficacy throughout the account transfer process. Work collaboratively with relationship management and advisory teams to optimize asset consolidation efforts. Achieve and exceed bi-monthly sales and engagement targets to enhance your incentive compensation. Participate in team meetings, training sessions, and comply with all relevant securities and insurance regulations. Qualifications: FINRA Series 7, 63, and 65 (or 66) registrations are required. A minimum of 3 years in the financial industry with proven sales success. Excellent listening, verbal communication, and presentation skills. Deep understanding of retail investment products and retirement plans. FINRA fingerprinting is required. Preferred Attributes: Passion for assisting affluent clients in achieving their mid- to long-term savings objectives. Self-motivated with the initiative to excel in a fast-paced sales environment. Eagerness to learn and adapt to new financial tools and systems swiftly. Team-oriented with a customer-first approach, upholding Empower’s core values and culture. Strong organizational and interpersonal skills with familiarity in retirement plan management. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or transition sponsorship of an employment visa at this time. What We Provide: Competitive medical, dental, vision, and life insurance. 401(k) plan with generous matching contributions and a diverse investment lineup. Tuition reimbursement program up to $5,250 annually. A business-casual work environment including jeans. Generous paid time off plus holidays and floating holidays. Paid volunteer time of 16 hours per calendar year. Leave programs including paid parental leave and short- and long-term disability. Inclusive Business Resource Groups (BRGs) fostering collaboration and community engagement. Base Salary Range: $70,000.00 - $92,500.00. Actual compensation may vary based on geographic location, work experience, and education. We are an equal opportunity employer that values diversity and inclusion. All qualified applicants will be considered for employment regardless of personal attributes. For remote positions, reliable high-speed internet and a designated workspace are required.

Created: 2026-03-10