[Remote] Premier Brokerage Associate at Empower

San Antonio, Texas, United States

Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Active FINRA Series 7 and Series 63
2+ years of customer service experience, preferably in financial services
Knowledge of equities trading, fixed income, and options
FINRA fingerprinting
Authorized to work for any employer in the U.S

Responsibilities

Provide exceptional service and support to Empower’s retail customers
Explain concepts in an easy-to-understand manner
Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities
Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs
Deliver an efficient and responsive client experience
Take ownership and initiate proactive follow up
Demonstrate knowledge of Brokerage transaction and regulatory requirements
Uncover leads and opportunities to hand off to the Retirement Advisor Team
Drive new business opportunities

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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