Talent.com
Financial Consultant (Remote Eligible)
Financial Consultant (Remote Eligible)RemoteWorker US • Arlington, MA, US
Financial Consultant (Remote Eligible)

Financial Consultant (Remote Eligible)

RemoteWorker US • Arlington, MA, US
7 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 :

    07-31-2025

    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.

    CFA - Chartered Financial Analyst - Level 1 Tutor

    Boston, MA $40,000.00-$80,000.00 6 days ago

    Winthrop, MA $52,000.00-$64,000.00 2 days ago

    Quincy, MA $52,000.00-$64,000.00 2 days ago

    Brockton, MA $52,000.00-$64,000.00 2 days ago

    Beverly, MA $52,000.00-$64,000.00 2 days ago

    CFA - Chartered Financial Analyst - Level 2 Tutor

    CFA - Chartered Financial Analyst - Level 2 Tutor

    Quincy, MA $52,000.00-$64,000.00 2 days ago

    Lowell, MA $52,000.00-$64,000.00 2 days ago

    Belmont, MA $52,000.00-$64,000.00 2 days ago

    Boston, MA $52,000.00-$64,000.00 2 days ago

    Boston, MA $52,000.00-$64,000.00 2 days ago

    Medway, MA $52,000.00-$64,000.00 2 days ago

    CFA - Chartered Financial Analyst - Level 1 Tutor

    Tyngsborough, MA $52,000.00-$64,000.00 2 days ago

    CFA - Chartered Financial Analyst - Level 2 Tutor

    Quincy, MA $52,000.00-$64,000.00 2 days ago

    Reading, MA $52,000.00-$64,000.00 2 days ago

    Boston, MA $52,000.00-$64,000.00 2 days ago

    CFA - Chartered Financial Analyst - Level 2 Tutor

    Watertown, MA $52,000.00-$64,000.00 2 days ago

    Needham Heights, MA $52,000.00-$64,000.00 2 days ago

    Topsfield, MA $52,000.00-$64,000.00 2 days ago

    Lawrence, MA $52,000.00-$64,000.00 2 days ago

    Medford, MA $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 • Arlington, MA, US

    Related jobs
    Financial Analyst II

    Financial Analyst II

    Watts Water Technologies • North Andover, MA, United States
    Permanent
    Together, we're reimagining the future of water.We feel proud every day about what we do.We're all part of the same crucial mission, no matter what function we support it's to provide safe, clea...Show more
    Last updated: 4 days ago • Promoted
    Trust Officer

    Trust Officer

    BankTalent HQ • Gloucester, MA, United States
    Full-time
    The Trust & Financial Services Department seeks a motivated professional with excellent communication skills, plus a knowledge of, and interest in, the dynamics of personal finance, including wealt...Show more
    Last updated: 3 days ago • Promoted
    LMHC (Remote)

    LMHC (Remote)

    Headway • Lowell, Massachusetts, United States
    Remote
    Permanent
    Licensed Mental Health Counselor (LMHC).Wage : Between $120-$131 an hour.Licensed Mental Health Counselor - Are you ready to launch or expand your private practice?. Headway is here to help you start...Show more
    Last updated: 3 days ago • Promoted
    Sales Representative (Remote)

    Sales Representative (Remote)

    American Income Life • Kingston, MA, US
    Remote
    Full-time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...Show more
    Last updated: 30+ days ago • Promoted
    Consultant Relations

    Consultant Relations

    LearnLux • Boston, MA, US
    Full-time
    LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.Le...Show more
    Last updated: 30+ days ago • Promoted
    Virtual Financial Advisor

    Virtual Financial Advisor

    Citizens • BOSTON, Massachusetts, United States
    Full-time
    Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.We are currentl...Show more
    Last updated: 30+ days ago • Promoted
    VP, Financial Consultant - Cambridge, MA (Hiring Immediately)

    VP, Financial Consultant - Cambridge, MA (Hiring Immediately)

    Charles Schwab • CAMBRIDGE, MA, US
    Full-time
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab. At Schwab, youre empowered to make an impact...Show more
    Last updated: 20 hours ago • Promoted • New!
    Financial Consultant (Remote Eligible)

    Financial Consultant (Remote Eligible)

    RemoteWorker US • Lowell, MA, US
    Remote
    Full-time
    Financial Consultant (Remote Eligible).Be among the first 25 applicants.Financial Consultant (Remote Eligible).Our vision for the future is based on the idea that transforming financial lives start...Show more
    Last updated: 7 days ago • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

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

    Data Annotation • Lowell, 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
    Senior Investment Consultant, Insurance Required

    Senior Investment Consultant, Insurance Required

    Strategic Risk Solutions • Concord, MA, US
    Full-time
    Strategic Risk Solutions Inc (SRS), a leading insurance company management firm, is growing rapidly and intends to form SRS Investments in order to provide certain investment consulting services to...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Marriage and Family Therapist (LMFT) (No Associates) - Remote

    Licensed Marriage and Family Therapist (LMFT) (No Associates) - Remote

    Rula Health • Pawtucket, RI, United States
    Remote
    Part-time
    Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families. By taking care of all the new ...Show more
    Last updated: 24 days ago • Promoted
    LMFT (Virtual)

    LMFT (Virtual)

    Headway • Pawtucket, Rhode Island, United States
    Permanent
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist - Are you ready to launch or expand your private practice?.Headway is here to hel...Show more
    Last updated: 30+ days ago • Promoted
    Financial Wellness Consultant

    Financial Wellness Consultant

    PNC • Boston, MA, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 29 days ago • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

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

    Data Annotation • Haverhill, 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
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

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

    Data Annotation • Methuen, 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
    Licensed Professional Counselor

    Licensed Professional Counselor

    Headway • Pawtucket, RI, 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 ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Solutions Consultant - Financial Services

    Senior Solutions Consultant - Financial Services

    Appian Corporation • Boston, MA, US
    Full-time
    We set high standards and live up to them, ensuring that everything we do is done with care and quality.We approach every challenge with ambition and commitment, holding ourselves and each other ac...Show more
    Last updated: 17 days ago • Promoted
    Private Client Financial Advisor

    Private Client Financial Advisor

    Citizens • LAWRENCE, Massachusetts, United States
    Full-time
    Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Private Client Financial Advisors (PCFAs). The Citizens PCFA is a branch-based adviso...Show more
    Last updated: 1 day ago • Promoted
    Licensed Mental Health Counselor (LMHC) (No Associates) - Remote

    Licensed Mental Health Counselor (LMHC) (No Associates) - Remote

    Rula Health • Cumberland, RI, United States
    Remote
    Part-time
    Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families. By taking care of all the new ...Show more
    Last updated: 24 days ago • Promoted
    LMFT (Remote)

    LMFT (Remote)

    Headway • Pawtucket, Rhode Island, United States
    Remote
    Permanent
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist - Are you ready to launch or expand your private practice?.Headway is here to hel...Show more
    Last updated: 30+ days ago • Promoted