Retirement Planning Consultant

At Empower, we believe that transforming financial lives starts with giving our team the freedom to transform their own. We offer a flexible work environment and support fluid career paths, encouraging internal mobility and recognizing the importance of purpose, well-being, and work-life balance. Our associates actively contribute to their communities by volunteering hours for causes they care about. Join us to chart your own career path while helping customers achieve financial freedom.

As a Retirement Planning Consultant, you will assist individuals in planning for a successful retirement through engaging group and individual presentations to new and existing participants of defined contribution plans, including 401(k), 403(b), and Government 457 plans. Your analytical thinking will drive impactful conversations, helping us meet client service level agreements and achieve annual targets. You will support the Relationship Management team by establishing and maintaining relationships with key stakeholders.

In this role, you will work with public employees from various locations. Candidates must be able to travel locally as required.

Key Responsibilities :

Conduct Retirement Readiness Reviews and other individual meetings and group presentations, utilizing consultative expertise to enhance retirement outcomes.

Develop and maintain strategic partnerships with key stakeholders within your assigned territory or employer-sponsored plans.

Conduct one-on-one and group meetings both virtually and on-site, utilizing multiple technologies professionally.

Manage your meeting schedule, including travel arrangements.

Create dynamic business plans and strategies to drive positive retirement outcomes for participants.

Document interactions within Salesforce, ensuring compliance with regulatory guidelines.

Meet individual and plan-level goals to achieve service level agreements and business results.

Participate in external meetings such as client meetings and sales finals as needed.

Collaborate with internal teams to enhance effectiveness and service delivery.

Qualifications :

Bachelor's degree or equivalent work experience.

3 - 5 years of relevant financial services experience.

Strong presentation and communication skills.

Proficient in MS Word, Excel, PowerPoint, and Teams.

A strategic thinker with the ability to work independently.

Excellent relationship-building and territory management skills.

FINRA Series 6, 63, and 65 registrations required within an established time frame; current registrations preferred.

FINRA fingerprinting required upon hire.

Preferred Qualifications :

Familiarity with Salesforce.

Understanding of successful retirement planning principles.

Basic knowledge of defined contribution plans.

Experience providing high-level consultative client interactions.

What We Offer :

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous matching contributions and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• A business-casual dress code, including the option to wear jeans.
• Generous paid time off, including holidays and floating holidays.
• Paid volunteer time of 16 hours per calendar year.
• Leave of absence programs such as paid parental leave and disability programs.
• Opportunities to engage with Business Resource Groups that promote inclusion and collaboration.

Salary Range :

$77,900.00 - $110,000.00. Actual compensation will be based on geographic location, experience, education, licensure, and skills.

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to personal characteristics.

Remote and hybrid positions require reliable high-speed internet and a suitable work environment.

Job Posting End Date : 11-01-2025