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Empower
Empower
H1B vizasi homiysiB2CFintexMoliya
Empower odamlarga va tashkilotlarga moliyaviy ishonchni mustahkamlashda yordam berishga yo‘naltirilgan moliyaviy xizmatlar va fintech kompaniyasidir. Kompaniya xizmatlari pensiya rejalashtirish, investitsiyalarni boshqarish, shaxsiylashtirilgan moliyaviy yo‘l-yo‘riq hamda moliyaviy ma’lumotlarni yagona ko‘rinishda jamlaydigan Empower Personal Dashboard™ kabi raqamli vositalarni qamrab oladi. 19 milliondan ortiq amerikalikka xizmat ko‘rsatuvchi Empower individual investorlar, ish joyidagi pensiya rejasi ishtirokchilari, reja homiylari va moliyaviy mutaxassislar bilan ishlaydi. Kompaniya, shuningdek, jamoatchilikka yo‘naltirilgan tashabbuslar bilan bir qatorda xilma-xillik, tenglik va inklyuziyaga ham e’tibor qaratadi.
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Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma Shtatlari
55 300 $ – 76 075 $ / yil
MasofaviyTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil

Tavsif

  • 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

Talablar

  • 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

Imtiyozlar

  • 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

O‘xshash ish o‘rinlari

Suricats Consulting

Entry-Level Remote Sales Representative

Suricats Consulting
51 – 200 Xodimlar
KonsaltingKorxonaSaaS
USAmerika Qo‘shma ShtatlariKYKentukki
28 $ – 34 $ / soat
MasofaviyTo‘liq stavkaBoshlang‘ich darajaDiplom talab qilinmaydiTalab Qilinadigan Til: inglizchaSotuv

Introduce Suricats Consulting’s services to prospective clients through lead research, outreach, qualification, and CRM pipeline management. This remote role supports the sales team with follow-ups, meeting coordination, and prospect insights.

Ochish