Talent.com
Financial Consultant (Remote Eligible)

Financial Consultant (Remote Eligible)

RemoteWorker USRoswell, GA, US
1 day ago
Job type
  • Full-time
  • Remote
Job description

Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US

2 days ago Be among the first 25 applicants

Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US

Get AI-powered advice on this job and more exclusive features.

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.

What You Will Do

The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting.

At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to be promoted to Senior Financial Consultant, increasing your overall income potential. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.

  • Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers.
  • Assist the customer by retaining current assets through education on available plan specifics and general distribution options.
  • Engages in a dialogue which educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts.
  • Works with active and terminated participants of employer-sponsored plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies, and more.
  • Manages inbound conversations, makes outbound calls, handles service requests, researches, and attempts to resolve issues, develops and implements strategies discussed to assist the customer with achieving their retirement goals.

What You Will Bring

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • Demonstrated success in performance / goal-oriented roles, ideally in asset growth and retention.
  • Current FINRA licenses and / or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire.
  • Motivated self-starter with the ability to learn new information quickly and independently.
  • Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily.
  • What Will Set You Apart

  • Good understanding of IRAs, retirement investment products / services and the qualified retirement plan environment
  • Sound written, verbal and presentation skills, identifies and solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures.
  • Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
  • Ability to quickly learn Empower's record keeping system, SalesForce software.
  • Solid consulting skills.
  • This position can be done remotely.

  • 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

    $52,000.00 - $64,000.00

    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 :

    08-01-2025

    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

    Seniority level

    Seniority level

    Entry level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Finance and Sales

    Industries

    Staffing and Recruiting

    Referrals increase your chances of interviewing at RemoteWorker US by 2x

    Sign in to set job alerts for "Financial Consultant" roles.

    Atlanta, GA $52,000.00-$64,000.00 2 days ago

    Duluth, GA $52,000.00-$64,000.00 2 days ago

    Lilburn, GA $52,000.00-$64,000.00 2 days ago

    Duluth, GA $52,000.00-$64,000.00 2 days ago

    Atlanta, GA $52,000.00-$64,000.00 2 days ago

    Atlanta, GA $52,000.00-$64,000.00 2 days ago

    Atlanta, GA $52,000.00-$64,000.00 2 days ago

    Tucker, GA $52,000.00-$64,000.00 2 days ago

    Duluth, GA $52,000.00-$64,000.00 2 days ago

    Duluth, GA $52,000.00-$64,000.00 2 days ago

    Smyrna, GA $52,000.00-$64,000.00 2 days ago

    Woodstock, GA $52,000.00-$64,000.00 2 days ago

    Atlanta, GA $52,000.00-$64,000.00 2 days ago

    Canton, GA $52,000.00-$64,000.00 2 days ago

    Lithonia, GA $52,000.00-$64,000.00 2 days ago

    Scottdale, GA $52,000.00-$64,000.00 2 days ago

    Stone Mountain, GA $52,000.00-$64,000.00 2 days ago

    Powder Springs, GA $52,000.00-$64,000.00 2 days ago

    Scottdale, GA $52,000.00-$64,000.00 2 days ago

    Scottdale, GA $52,000.00-$64,000.00 2 days ago

    Stone Mountain, GA $52,000.00-$64,000.00 2 days ago

    Stone Mountain, GA $52,000.00-$64,000.00 2 days ago

    Stone Mountain, GA $52,000.00-$64,000.00 2 days ago

    Pine Lake, GA $52,000.00-$64,000.00 2 days ago

    We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    J-18808-Ljbffr

    Create a job alert for this search

    Financial Consultant • Roswell, GA, US

    Related jobs
    Financial Advisor Remote

    Financial Advisor Remote

    Paramount Leadership DevelopmentAtlanta, GA, US
    Remote
    Full-time +1
    Quick Apply
    At our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy.Through ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant (Remote Eligible)

    Financial Consultant (Remote Eligible)

    EmpowerStone Mountain, GA, US
    Remote
    Full-time
    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...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitBALL GROUND, Georgia, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 3 days ago
    • Promoted
    Licensed Counselor (LPC, LCSW, LMFT) - Canton, GA

    Licensed Counselor (LPC, LCSW, LMFT) - Canton, GA

    LifeStance HealthCanton, GA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Counselor (LPC, LCSW, LMFT) - Cumming, GA

    Licensed Counselor (LPC, LCSW, LMFT) - Cumming, GA

    LifeStance HealthCumming, GA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Counselor (LPC, LCSW, LMFT) - Flowery Branch, GA

    Licensed Counselor (LPC, LCSW, LMFT) - Flowery Branch, GA

    LifeStance HealthFlowery Branch, GA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    Financial Professional REMOTE

    Financial Professional REMOTE

    Global Financial Impact - Shannon HunterAtlanta, GA, US
    Remote
    Full-time +1
    Quick Apply
    The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredib...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationAtlanta, Georgia
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationSmyrna, Georgia
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Counselor (LPC, LCSW, LMFT) - Lithonia, GA

    Licensed Counselor (LPC, LCSW, LMFT) - Lithonia, GA

    LifeStance HealthLithonia, GA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Counselor (LPC, LCSW, LMFT) - Ball Ground, GA

    Licensed Counselor (LPC, LCSW, LMFT) - Ball Ground, GA

    LifeStance HealthBall Ground, GA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitMableton, GA, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 6 days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationJohns Creek, Georgia
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationSandy Springs, Georgia
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationMarietta, Georgia
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant

    Financial Consultant

    EmpowerStone Mountain, GA, US
    Full-time
    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...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitSouth Fulton, Geogria
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 3 days ago
    • Promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitSouth Fulton, Geogria
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 6 days ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationAtlanta, Georgia
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Earn Extra Income Driving

    Earn Extra Income Driving

    UberWaleska, GA, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 30+ days ago