[Remote] Brokerage Trading Associate at Empower

San Antonio, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Bachelor’s degree, business or finance preferred
2+ years of financial customer service experience
1+ years of direct trading experience
FINRA Series 7 and Series 63 required with FINRA fingerprinting upon hire
Understanding of current financial markets and retirement account operations
Expertise and experience in trading Equity, ETF, Options and Fixed Income securities
Applicants must be authorized to work for any employer in the U.S. (no sponsorship)

Responsibilities

Serve as primary point of contact for client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting
Effectively explain investment concepts in an easy-to-understand manner to clients
Provide exceptional service and support to Empower’s retail customers
Service new and existing client needs via inbound calls including account opening, asset movement, and maintenance needs
Educate customers on financial solutions and tools offered by Empower
Create a positive service experience by confidently navigating problems and finding solutions independently
Navigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone calls

Skills

Key technologies and capabilities for this role

Equity TradingETF TradingMutual Fund TradingOptions TradingFixed Income TradingFINRA Series 7FINRA Series 63Customer ServiceInbound Call HandlingAccount ManagementFinancial Education

Questions & Answers

Common questions about this position

What benefits does Empower offer?

Empower offers medical, dental, vision and life insurance, plus a retirement savings 401(k) plan with generous company matching contributions up to 6% and financial advisory services.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What qualifications and skills are required for the Brokerage Trading Associate role?

Candidates need a Bachelor’s degree (business or finance preferred), 2+ years of financial customer service experience, 1+ years of direct trading experience, FINRA Series 7 and Series 63 licenses, and understanding of financial markets and retirement account operations.

What is the company culture like at Empower?

Empower fosters a flexible work environment with fluid career paths, celebrates internal mobility, emphasizes purpose, well-being, work-life balance, inclusivity, and supports volunteering in communities.

What experience will make me stand out for this role?

Stand out with the ability to work in a fast-paced call center cheerfully, strong active listening and verbal communication skills, navigating multiple platforms simultaneously, and experience with fixed incomes, corporate actions, options, and previous call center work.

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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