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Empower
Empower
H1B वीज़ा प्रायोजकB2Cफिनटेकवित्त
Empower एक वित्तीय सेवा और फिनटेक कंपनी है, जिसका उद्देश्य लोगों और संगठनों को अधिक वित्तीय आत्मविश्वास विकसित करने में सहायता करना है। इसकी सेवाओं में सेवानिवृत्ति योजना, निवेश प्रबंधन, व्यक्तिगत वित्तीय मार्गदर्शन और Empower Personal Dashboard™ जैसे डिजिटल उपकरण शामिल हैं, जो वित्तीय जानकारी को एक ही स्थान पर दिखाते हैं। 1.9 करोड़ से अधिक अमेरिकियों की सेवा करते हुए, Empower व्यक्तिगत निवेशकों, कार्यस्थल योजना प्रतिभागियों, योजना प्रायोजकों और वित्तीय पेशेवरों के साथ काम करती है। कंपनी समुदाय-केंद्रित पहलों के साथ विविधता, समानता और समावेशन पर भी ज़ोर देती है।
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कंपनी की नौकरियाँ

Investment Advisor, Remote – U.S. Clients

Advise Empower clients with U.S. IRA and taxable brokerage accounts. Support retirement planning, financial reviews, and brokerage trade execution.

USसंयुक्त राज्य
$55,300 – $76,075 / वर्ष
रिमोटपूर्णकालिकमध्य स्तरवरिष्ठआवश्यक भाषा: अंग्रेज़ीवित्तीय योजना और विश्लेषण

विवरण

  • Support individual clients and brokerage customers with taxable brokerage and IRA accounts
  • Enroll new clients
  • Review existing clients’ accounts annually and mid-year
  • Provide Premier IRA customers with investment advice in their best interest
  • Execute trades for IRA and taxable brokerage customers
  • Explain advisory services and retirement goal options to retail clients
  • Learn clients’ financial goals and describe managed account services
  • Comply with risk controls, policies, and regulatory requirements
  • Complete parts of customers’ financial plans
  • Identify client needs, prospective leads, and referral opportunities for the Wealth Advisor Team
  • Develop new business opportunities
  • Provide responsive, efficient client service through personal ownership, accurate information, and timely follow-up

आवश्यकताएँ

  • Bachelor’s degree or equivalent professional experience
  • At least four years of financial customer service experience
  • Experience with brokerage and mutual fund trading
  • FINRA Series 7 and Series 63 plus Series 65, or Series 66, registrations
  • FINRA fingerprinting is required
  • Strong written, spoken, and presentation skills
  • Experience serving retail, IRA, and/or 401(k) customers
  • Must be authorized to work for any employer in the United States
  • Visa sponsorship or sponsorship transfer is not available, including for CPT/OPT
  • Reliable high-speed internet through a wired connection
  • Fiber, cable, or DSL internet service
  • A home workspace with minimal interruptions

लाभ

  • Medical, dental, vision, and life insurance
  • 401(k) plan with company matching contributions of up to 6%
  • Financial advisory services
  • Possible discretionary company contribution
  • Wide range of investment options
  • Tuition reimbursement of up to $5,250 per year
  • Business-casual dress, with jeans permitted
  • Generous paid time off available upon hire
  • Paid time off program
  • Ten paid company holidays
  • Three floating holidays per calendar year
  • 16 hours of paid volunteer time per calendar year
  • Paid parental leave
  • Paid short-term and long-term disability
  • Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs)
  • Flexible work environment
  • Other necessary computer equipment provided

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