Talent.com
Premier Brokerage Associate
Premier Brokerage AssociateEmpower • ORLANDO, FL, US
No longer accepting applications
Premier Brokerage Associate

Premier Brokerage Associate

Empower • ORLANDO, FL, US
19 days ago
Job type
  • Full-time
Job description

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.

  • For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
  • Job Posting End Date at 12 : 01 am on :

    11-03-2025

    Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

    Workplace Flexibility : Remote - Nationwide

    Create a job alert for this search

    Brokerage Associate • ORLANDO, FL, US

    Related jobs
    Personal Banker Associate I - Kissimmee, FL

    Personal Banker Associate I - Kissimmee, FL

    Fifth Third Bank • Kissimmee, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 30+ days ago • Promoted
    Transactions Associate

    Transactions Associate

    5 Legal • Orlando, FL, US
    Full-time
    Top 100 AmLaw firm seeks an associate to join its Transactions Practice Group in their Orlando office.Qualified candidates must have 3-4 years of experience and will have excellent document draftin...Show more
    Last updated: 30+ days ago • Promoted
    ProSales Associate

    ProSales Associate

    Herc Holdings • Casselberry, FL, US
    Full-time
    Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2024 total revenues reaching approximately $3. Herc Rentals' parent company, known as Herc Holdin...Show more
    Last updated: 3 days ago • Promoted
    Premier Advisor or Banker - Orlando, Brevard or Titusville, FL

    Premier Advisor or Banker - Orlando, Brevard or Titusville, FL

    Truist • Orlando, FL, US
    Full-time +1
    Job Opportunity In Orlando, FL.Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist fo...Show more
    Last updated: 30+ days ago • Promoted
    Premier Advisor or Banker - Winter Park, FL

    Premier Advisor or Banker - Winter Park, FL

    Truist • Winter Park, FL, US
    Full-time +2
    Job Opportunity In Winter Park, FL.Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truis...Show more
    Last updated: 30+ days ago • Promoted
    Registered Wealth Management Client Associate

    Registered Wealth Management Client Associate

    Bank of America • Winter Park, FL, US
    Full-time
    Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...Show more
    Last updated: 30+ days ago • Promoted
    Property Associate

    Property Associate

    JLL • Lake Mary, FL, US
    Full-time
    JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology f...Show more
    Last updated: 3 days ago • Promoted
    Leasing Associate (Bilingual)

    Leasing Associate (Bilingual)

    Continental Properties • Kissimmee, FL, United States
    Full-time
    Successful Leasing Associates demonstrate an unparalleled commitment to customer service and resident satisfaction while helping clients find their perfect home. Community Manager of the property.Ad...Show more
    Last updated: 30+ days ago • Promoted
    Oakley - Sales Associate

    Oakley - Sales Associate

    Luxottica • Orlando, FL, US
    Full-time
    We are a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses.We offer our industry stakeholders in over 150 countries access to a global platform...Show more
    Last updated: 3 days ago • Promoted
    Brokerage Registered Client Service Associate - Winter Park, FL

    Brokerage Registered Client Service Associate - Winter Park, FL

    Truist • Winter Park, FL, US
    Full-time +1
    The location is Winter Park, FL.Responsible for the general servicing and support of the Financial Advisors.This includes administrative and operational support, business development assistance, an...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker Associate I - Ocoee, FL

    Personal Banker Associate I - Ocoee, FL

    Fifth Third Bank • Ocoee, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 3 days ago • Promoted
    Financial Center Manager Associate - Kissimmee, FL

    Financial Center Manager Associate - Kissimmee, FL

    Fifth Third Bank • Kissimmee, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Financial Center Manager w...Show more
    Last updated: 11 days ago • Promoted
    Associate Health Principal

    Associate Health Principal

    HDR • Orlando, FL, US
    Full-time
    At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and n...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker Associate I - Kissimmee, FL

    Personal Banker Associate I - Kissimmee, FL

    Fifth Third Bancorp • Kissimmee, FL, US
    Full-time
    Personal Banker Associate I - Kissimmee, FL.Make banking a Fifth Third better.We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fif...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate

    Sales Associate

    Symmetry Financial Group - The Delaney Agency • Orlando, FL, US
    Full-time
    Quick Apply
    We are hiring EXPERIENCED & ENTRY LEVEL applicants!.The Delaney Agency is a company with a proven process you can leverage to earn both time and money. You can grow your income and advance your ...Show more
    Last updated: 30+ days ago
    Bilingual Leasing Associate (Multisite)

    Bilingual Leasing Associate (Multisite)

    Continental Properties • Kissimmee, FL, United States
    Full-time
    Successful Leasing Associates demonstrate an unparalleled commitment to customer service and resident satisfaction while helping clients find their perfect home. Community Manager of the property.Ad...Show more
    Last updated: 30+ days ago • Promoted
    Associate, Derivatives Middle Office

    Associate, Derivatives Middle Office

    BNY • Lake Mary, FL, United States
    Full-time
    At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we infl...Show more
    Last updated: 27 days ago • Promoted
    Associate - Business Litigation

    Associate - Business Litigation

    jobflurry • Orlando, Florida, United States
    Full-time
    AmLaw 150 firm is seeking an Associate with 3 to 7 years of experience to join its Business Litigation Practice Group.The associate will work closely with partners who represent a wide variety of c...Show more
    Last updated: 9 days ago • Promoted