Wealth Solutions Advisor
Location
United States
Posted
75 days ago
Salary
$70K - $92.5K / year
Seniority
Mid Level
Job Description
Wealth Solutions Advisor
Empower Work
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. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: - Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available. - Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets. - Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning. - Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps. - Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower. - Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed. - Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed. - Deliver on bi-monthly sales and conversation targets to earn incentive compensation. - Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: - FINRA Series 7, 63, and 65 (or 66) registrations required. - 3+ years of financial industry experience with demonstrated sales success required. - Exceptional listening, verbal, and presentation skills. - In-depth understanding of retail investment vehicles and qualified retirement plans. - FINRA fingerprinting required. What Will Set You Apart: - A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals. - Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment. - Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations. - Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values. - Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. ***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.*** 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 $70,000.00 - $92,500.00 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: 04-20-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.
Related Guides
Related Categories
Related Job Pages
More Solutions Engineer Jobs
• Partner with business stakeholders to map current workflows, identify ROI-backed opportunities (reduced effort, improved employee experience, measurable efficiency gains), and define future-state AI-enabled processes. • Design, build, and iterate on AI solutions and automations in n8n, Copilot Studio, and other AI/automation tools; create reliable agents and assistants that remove manual work. • Understand and work within NiCE internal processes and systems (e.g., CRMs, knowledge bases, ticketing/support tools, and operational platforms) to ensure solutions fit real-world constraints. • Collaborate with IT and Developers when needed to overcome technical obstacles, integrate securely with enterprise systems, and scale solutions. • Enable and upskill internal support teams to use AI effectively—through reusable patterns, playbooks, coaching, and hands-on problem solving. • Maintain expertise in modern AI approaches and apply them pragmatically to internal operations, including LLMs, RAG, GPT-based assistants, Copilot ecosystems, MCP servers, APIs, JSON, and light scripting. Use AI tools to debug and resolve workflow or code errors.
Research Solutions Consultant
TypeformTypeform is a Barcelona, Spain-based online SaaS (Software-as-a-Service) organization that creates software for building online forms. Typeform allows companies to create beautiful
• Partner with Account Executives on late-stage deals and strategic opportunities • Lead deep discovery sessions with research, UX, and insights teams • Translate ambiguous research needs into clear solution architectures and use cases • Design and deliver compelling demos, pilots, and proof-of-concepts • Own onboarding for enterprise customers • Build repeatable onboarding frameworks for research-led customers • Act as a thought leader for research practices internally and externally • Champion the voice of the research customer across Product, Sales, and Marketing
Senior Partner Solutions Architect
AirtableAn independent, cloud-based software company, Airtable was founded on the belief that software should not determine how we work. On the contrary, the company be
• Collaborate with Engagement Managers, Partner Success Managers and partner teams to validate scope and design for complex solutions • Advise customers and partners on data governance models, API architecture, security frameworks, and enterprise deployment best practices • Develop solution architecture designs, technical specifications, and implementation roadmaps that support Airtable’s partner ecosystem • Create compelling technical narratives and demonstrations that showcase the power of Airtable + Partner solutions • Act as the technical advisor on strategic partner-led engagements with Enterprise clients • Support partners as needed in conducting deep discovery sessions to understand clients' technical environments, business requirements, and integration needs • Partner with Professional Services to ensure consistency in best practices across all delivery teams • Provide ongoing technical guidance and troubleshooting support for Partners throughout the implementation lifecycle • Gather and synthesize partner and customer feedback to inform product roadmap, partnership strategy and partner enablement • Manage and mitigate technical escalations that arise within partner-delivered engagements • Champion the integration of AI capabilities within partner solutions, including agentic driven workflows • Ensure partners leverage Airtable's AI features to build innovative use cases that demonstrate cutting-edge capabilities • Advise partners on AI/ML best practices, responsible AI implementation, and emerging technologies that enhance the Airtable platform • Stay current with developments in generative AI, machine learning, and automation technologies relevant to the low-code/no-code space • Create thought leadership content showcasing Partner built AI-powered solutions built on Airtable • Serve as the technical subject matter expert on Airtable's platform for services and systems integration partners • Design and deliver technical training programs, workshops, and certifications that enable partners to architect and implement Enterprise-grade Airtable solution • Create technical enablement content including reference architectures, implementation guides, and build best practice documentation • Create standardized QA models and lead technical audits and reviews of partner-delivered solutions to ensure quality, performance, and adherence to Airtable standards • Support Partner Success Managers in qualifying additional delivery partnerships that expand Airtable's capabilities and reach • Establish technical standards, templates, and frameworks that partners can leverage across multiple client engagements • Identify and surface trends, common patterns, and opportunities for productization based on partner and customer feedback • Collaborate with Product, Engineering, and GTM teams to influence platform capabilities that support partner success • Contribute to the growth and maturation of our Partner Solutions Architecture practice as we scale
Solutions Engineer - UK
RapidFort, Inc.RapidFort is at the intersection of Cybersecurity and AI. RapidFort is the leader in Software Supply Chain Security, delivering a comprehensive end-to-end vulnerability management platform that includes curated near-zero-CVE open-source images, advanced runtime profiling, automated CVE remediation, and software attack-surface-management (hardening) capabilities to continuously secure and optimize containerized applications.
Location- Remote-United Kingdom About RapidFort RapidFort is the leader in end-to-end software supply chain security. Our platform helps organizations automatically identify, prioritize, and remediate vulnerabilities in containerized applications—without code changes or pipeline disruption. From curated near-zero-CVE container images to runtime Kubernetes protection, we enable teams to ship secure software faster. Backed by $42M in Series A funding and trusted by 100+ customers across defense, federal, and enterprise sectors, we’re defining the new standard for software attack surface management (SASM). We were recognized in the 2025 Gartner® Cool Vendors™ in Container Management report. Position Overview; RapidFort is looking for a technical Solutions Engineer to accelerate our growth in the US Enterprise segments. You'll serve as the technical bridge between our platform capabilities and customer needs, helping organizations understand how RapidFort's Software Supply Chain Security platform can eliminate vulnerabilities and reduce their attack surface without code changes. This is a hands-on, customer-facing role combining deep expertise in cloud-native security, containers, and compliance with consultative sales skills. You will work closely with security leaders, platform engineers, and regulated organizations supporting Department of Defense (DoD), federal agencies, financial services, and healthcare environments. Your Impact Technical Discovery & Solution Design - Partner with Account Executives to uncover security pain points, compliance requirements, and infrastructure challenges facing prospective customers - Design and present customized demonstrations showing how RapidFort's platform addresses vulnerability remediation, attack surface reduction, and compliance acceleration Product Expertise & Customer Education - Deliver compelling technical presentations on RapidFort's DevTime Protection Tools, Near-Zero CVE Images, and RunTime Protection capabilities - Guide security teams and DevOps engineers through hands-on proof-of-concept evaluations in their environments - Articulate the technical and business value of achieving 95% CVE remediation and 90% attack surface reduction Sales Methodology & Deal Progression - Apply proven sales frameworks including MEDDPICC to qualify opportunities, identify key stakeholders, and advance complex technical sales cycles - Establish credibility with technical decision-makers, security architects, and engineering leaders through deep product knowledge and industry expertise Security & Compliance Consulting - Advise prospects on container security best practices, vulnerability management strategies, and compliance frameworks (FedRAMP, CMMC, SOC 2, STIG/CIS) - Position RapidFort as the solution for organizations seeking to accelerate compliance readiness while reducing development costs Market Intelligence - Stay current on competitive positioning in the Software Supply Chain Security space - Provide product feedback based on customer conversations to help shape RapidFort's roadmap What You Bring Technical Foundation - 7+ years in a Solutions Engineering, Sales Engineering, or Pre-Sales role supporting technical sales to startup and mid-market customers Strong hands-on experience with containerization technologies (Kubernetes, Docker), including, but not limited to: - Can describe a multi-stage build and when they are appropriate - Understands best practices when building container images - Working knowledge of major cloud platforms (AWS, Azure, Google Cloud) and their security consideration - Understanding of container security challenges, vulnerability scanning, and software bill of materials (SBOM) concept Sales Acumen - Demonstrated success using structured sales methodologies (MEDDPICC, Command of the Message, or similar frameworks - Track record of supporting complex sales cycles involving multiple technical and business stakeholder - Ability to translate technical capabilities into business outcomes and RO Communication & Collaboration - Exceptional presentation skills with the ability to adjust technical depth based on your audience - Experience facilitating productive technical discussions with security teams, platform engineers, and C-level executive - Strong written communication for creating proposals, follow-up documentation, and technical content Adaptabilit - Comfort operating in a fast-paced startup environment where priorities shift and you'll wear multiple hat - Self-motivated with the ability to manage your own pipeline and deliver results with minimal supervision - Genuine curiosity and commitment to continuous learning in the evolving security landscape Location Requirement United Kingdom
