Talent.com
Financial Consultant (Remote Eligible)
Financial Consultant (Remote Eligible)RemoteWorker US • Middlefield, CT, US
Financial Consultant (Remote Eligible)

Financial Consultant (Remote Eligible)

RemoteWorker US • Middlefield, CT, US
8 days 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

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

    Get notified about new Financial Consultant jobs in Middlefield, CT

    Rockfall, CT $52,000.00-$64,000.00 2 days ago

    Meriden, CT $52,000.00-$64,000.00 2 days ago

    Meriden, CT $52,000.00-$64,000.00 2 days ago

    Meriden, CT $52,000.00-$64,000.00 2 days ago

    Cromwell, CT $52,000.00-$64,000.00 2 days ago

    Cobalt, CT $52,000.00-$64,000.00 2 days ago

    Meriden, CT $52,000.00-$64,000.00 2 days ago

    Cobalt, CT $52,000.00-$64,000.00 2 days ago

    Berlin, CT $52,000.00-$64,000.00 2 days ago

    Berlin, CT $52,000.00-$64,000.00 2 days ago

    Rocky Hill, CT $52,000.00-$64,000.00 2 days ago

    East Berlin, CT $52,000.00-$64,000.00 2 days ago

    North Haven, CT $52,000.00-$64,000.00 2 days ago

    South Glastonbury, CT $52,000.00-$64,000.00 2 days ago

    South Glastonbury, CT $52,000.00-$64,000.00 2 days ago

    Plainville, CT $52,000.00-$64,000.00 2 days ago

    Plainville, CT $52,000.00-$64,000.00 2 days ago

    Plantsville, CT $52,000.00-$64,000.00 2 days ago

    East Glastonbury, CT $52,000.00-$64,000.00 2 days ago

    Newington, CT $52,000.00-$64,000.00 2 days ago

    Farmington, CT $52,000.00-$64,000.00 2 days ago

    Bristol, CT $52,000.00-$64,000.00 2 days ago

    Manchester, CT $52,000.00-$64,000.00 2 days ago

    Manchester, CT $52,000.00-$64,000.00 2 days ago

    Unionville, CT $52,000.00-$64,000.00 2 days ago

    Terryville, CT $52,000.00-$64,000.00 2 days ago

    Naugatuck, CT $52,000.00-$64,000.00 2 days ago

    Terryville, CT $52,000.00-$64,000.00 2 days ago

    Marlborough, CT $52,000.00-$64,000.00 2 days ago

    Bloomfield, CT $52,000.00-$64,000.00 2 days ago

    Bloomfield, CT $52,000.00-$64,000.00 2 days ago

    Colchester, CT $52,000.00-$64,000.00 2 days ago

    Bloomfield, CT $52,000.00-$64,000.00 2 days ago

    Manchester, CT $52,000.00-$64,000.00 2 days ago

    Weatogue, CT $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 • Middlefield, CT, US

    Related jobs
    Financial Clearance Specialist

    Financial Clearance Specialist

    VirtualVocations • Springfield, Massachusetts, United States
    Full-time
    A company is looking for a Financial Clearance Specialist Remote.Key Responsibilities Initiates contact with insurance companies to obtain eligibility and gather patient billing information Accu...Show more
    Last updated: 30+ days ago • Promoted
    Remote Financial Planner

    Remote Financial Planner

    VirtualVocations • Hartford, Connecticut, United States
    Remote
    Full-time
    A company is looking for a Remote Financial Planner.Key Responsibilities Provide personalized financial planning services to clients Analyze clients' financial situations and develop tailored st...Show more
    Last updated: 30+ days ago • Promoted
    Senior Equity Compensation Consultant

    Senior Equity Compensation Consultant

    VirtualVocations • Hartford, Connecticut, United States
    Full-time
    A company is looking for a Senior Equity Compensation Consultant to provide guidance and support for high-net-worth employee shareholders. Key Responsibilities Serve as the primary contact for hig...Show more
    Last updated: 2 days ago • Promoted
    Workday Financials Consultant

    Workday Financials Consultant

    VirtualVocations • Springfield, Massachusetts, United States
    Full-time
    A company is looking for a Workday R2R (Customer Accounts, Projects and Assets) Consultant.Key Responsibilities Support Workday Financials projects, focusing on strategy, implementation, and ERP ...Show more
    Last updated: 30+ days ago • Promoted
    Finance Business (SAP) Consultant •Remote •

    Finance Business (SAP) Consultant •Remote •

    Axelon Services Corporation • Springfield, MA, US
    Remote
    Temporary
    Finance Business Sap Consultant.Global insurance firm based in MA has an immediate contract opportunity for a Finance Business SAP Consultant. Potential for temp to perm The Opportunity As the Finan...Show more
    Last updated: 30+ days ago • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

    Remote Senior Financial Analyst ($50-$60 / hour)

    Data Annotation • Springfield, Massachusetts
    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 quality of ...Show more
    Last updated: 3 days ago • Promoted
    Retirement Services Consultant

    Retirement Services Consultant

    VirtualVocations • Hartford, Connecticut, United States
    Full-time
    A company is looking for a Retirement Services Consultant.Key Responsibilities Manage vendor relationships and oversee plan administration, onboarding, and compliance tracking Serve as a trusted...Show more
    Last updated: 30+ days ago • Promoted
    Underwriting Consultant

    Underwriting Consultant

    UnitedHealth Group • Hartford, CT, United States
    Full-time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show more
    Last updated: 11 days ago • Promoted
    Worksite / Teleform Consultant

    Worksite / Teleform Consultant

    VirtualVocations • Springfield, Massachusetts, United States
    Part-time
    A company is looking for a Worksite / Teleform Consultant - Part time.Key Responsibilities Execute a Business Associate Agreement (BAA) with the client Support routine maintenance and upgrades for...Show more
    Last updated: 3 days ago • Promoted
    Financial Settlement Specialist

    Financial Settlement Specialist

    VirtualVocations • Hartford, Connecticut, United States
    Full-time
    A company is looking for a Financial Settlement Specialist - Remote.Key Responsibilities Calculate pre-disability earnings and collaborate with claim teams to refine processes Review financial d...Show more
    Last updated: 19 days ago • Promoted
    Licensed Professional Counselor

    Licensed Professional Counselor

    Headway • CT, US
    Full-time
    Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you start a...Show more
    Last updated: 9 days ago • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • West Haven, Connecticut
    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 quality of ...Show more
    Last updated: 3 days ago • Promoted
    Actuarial Consultant - Remote

    Actuarial Consultant - Remote

    UnitedHealth Group • Hartford, CT, United States
    Remote
    Full-time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show more
    Last updated: 30+ days ago • Promoted
    Remote Management Consultant

    Remote Management Consultant

    VirtualVocations • Springfield, Massachusetts, United States
    Remote
    Full-time
    A company is looking for a management team member to leverage insights for business growth.Key Responsibilities Utilize generated insights to enhance business performance Collaborate with client...Show more
    Last updated: 30+ days ago • Promoted
    Equity Compensation Consultant

    Equity Compensation Consultant

    VirtualVocations • Springfield, Massachusetts, United States
    Full-time
    A company is looking for an Equity Compensation Consultant to provide education and support to employee shareholders regarding their equity compensation plans. Key Responsibilities Serve as the pr...Show more
    Last updated: 2 days ago • Promoted
    Diabetes Consultant, Remote

    Diabetes Consultant, Remote

    VirtualVocations • Hartford, Connecticut, United States
    Remote
    Full-time
    A company is looking for a Diabetes Consultant, Cardiovascular Health to support global efforts in diabetes and hypertension management at the primary health care level.Key Responsibilities Devel...Show more
    Last updated: 1 day ago • Promoted
    Financial Consultant (Remote Eligible)

    Financial Consultant (Remote Eligible)

    RemoteWorker US • Ellington, CT, US
    Remote
    Full-time
    Financial Consultant (Remote Eligible).Be among the first 25 applicants.Financial Consultant (Remote Eligible).Get AI-powered advice on this job and more exclusive features.Our vision for the futur...Show more
    Last updated: 8 days ago • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • New Britain, Connecticut
    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 quality of ...Show more
    Last updated: 3 days ago • Promoted
    Remote Financial Educator

    Remote Financial Educator

    VirtualVocations • Hartford, Connecticut, United States
    Remote
    Full-time
    A company is looking for a Financial Educator Remote.Key Responsibilities Consult with patients regarding their benefits, coverage, and financial options Perform aspects of benefit verification ...Show more
    Last updated: 30+ days ago • Promoted
    Underwriting Consultant, E&I Local Markets - Remote

    Underwriting Consultant, E&I Local Markets - Remote

    UnitedHealth Group • Hartford, CT, United States
    Remote
    Full-time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show more
    Last updated: 30+ days ago • Promoted