Premier Brokerage Associate

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. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

As a Premier Brokerage Associate, you will take inbound calls, from new and existing Empower clients, on all retail products and account types. You will have the expertise

to provide exceptional service and support to

clients, and be a subject matter expert with Empower’s systems and platforms.

Schedule will vary by time zone.

Candidates must be available to work the following Monday - Friday schedule for their location :

Eastern Time (ET) : 11 : 30 a.m. - 8 : 00 p.m.

Central Time (CT) : 10 : 30 a.m. - 7 : 00 p.m.

Mountain Time (MT) : 9 : 30 a.m. - 6 : 00 p.m.

What you will do

Provide exceptional service and support to Empower’s retail customers while effectively explaining concepts in an easy-to-understand manner

Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting

Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products

Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up

Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications

Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities

What you will bring :

Active FINRA Series 7 and Series 63 required

FINRA fingerprinting required

2+ years of customer service experience, preferably in financial services

Knowledge of equities trading ,fixed income, and options

What will set you apart :

Retail, IRA and / or 401K customer service, and past brokerage and mutual fund trading experience preferred

Strong customer service background, preferably in a high-volume inbound call center environment

Firm understanding of the diverse operational and investment needs of our customers

Knowledge of current financial markets and retirement account operations

Strong written, verbal and presentation skills

Strong technological skills and an ability to multi-task across systems

Prior remote work experience preferred

• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT / OPT.

#LI-Remote

#PJPW

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insurance

Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

Tuition reimbursement up to $5,250 / year

Business-casual

environment that includes the option to wear jeans

Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

Paid volunteer time — 16 hours per calendar year

Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Equal opportunity employer

Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Job Posting End Date at 12 : 01 am on :

11-03-2025

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Workplace Flexibility :

Remote - Nationwide