Empower · 10 hours ago
Premier Brokerage Associate
United States
Full-time
Remote
Entry, Mid Level
$50K/yr - $69K/yr
2+ years expEmpower is focused on transforming financial lives and providing a flexible work environment. The Premier Brokerage Associate will provide exceptional service and support to clients regarding retail products and account types, while also managing various service requests and driving new business opportunities.
Employee BenefitsNon ProfitSocial
No H1B
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
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.
Company
Empower
EMPower is a non-governmental agency for social well being.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
KC Waldron
Chief Compliance Officer
Roger Hobby
EVP
Recent News
2026-01-22
2025-10-27
2025-10-17
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