Talent.com
Financial Consultant

Financial Consultant

EmpowerCharlotte, NC, United States
30+ days ago
Job type
  • Full-time
Job description

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.

As a Financial Consultant Retirement Plan Advisory Team (RPAT), you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products.

At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific metric-related goals set by Empower.

What you will do :

  • Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
  • Discuss available account options, such as 401K and IRAs, to align to customers retirement savings goals
  • Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
  • Focus on deepening customers relationship with Empower

What you will bring :

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • Minimum of 1 year experience in performance / goal-oriented roles, ideally in asset growth and retention
  • Current FINRA licenses and / or ability to successfully obtain FINRA 7, 63 & 65 (or 66) 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 relationship management and customer service skills
  • Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
  • What will set you apart :

  • Previous experience with inbound and / or phone-based consultation
  • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
  • Ability to quickly learn new systems and prior experience with SalesForce a plus
  • Good understanding of IRAs, retirement investment products / services and the qualified retirement plan environment
  • A growth mindset to meet company and team goals
  • 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 :

    12-01-2025

    Want the latest money news and views shaping how we live, work and play? Sign up for Empowers free newsletter and check out The Currency.

    Workplace Flexibility : Remote - Nationwide

    Create a job alert for this search

    Financial Consultant • Charlotte, NC, United States

    Related jobs
    Financial Consultant I

    Financial Consultant I

    Principal Financial Group, Inc.USA, North Carolina, Charlotte
    Full-time +1
    Retirement and Income Solutions Principal Connection team.In this role, you'll serve as our primary customer service contact, providing a high level of value and service while developing effective ...Show moreLast updated: 11 days ago
    Virtual Financial Consultant

    Virtual Financial Consultant

    TIAAUSA, North Carolina, Charlotte
    Full-time
    The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of T...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant I

    Financial Consultant I

    North Carolina StaffingCharlotte, NC, US
    Permanent
    We're searching for a Financial Consultant I to join our Retirement and Income Solutions Principal Connection team.In this role, you'll serve as our primary customer service contact, providing a hi...Show moreLast updated: 2 days ago
    • Promoted
    Financial Consultant

    Financial Consultant

    EmpowerCharlotte, NC, United States
    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
    Financial Consultant - Charlotte South

    Financial Consultant - Charlotte South

    Fidelity InvestmentsCharlotte, NC, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 7 days ago
    • Promoted
    Commercial Financial Services | Managing Consultant

    Commercial Financial Services | Managing Consultant

    Charlotte StaffingCharlotte, NC, US
    Full-time
    As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will have responsibility to drive projects, including client management and solution implementation.You will own...Show moreLast updated: 2 days ago
    • Promoted
    Investment Consultant (External Wholesaler)

    Investment Consultant (External Wholesaler)

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest ...Show moreLast updated: 2 days ago
    • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

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

    Data AnnotationHickory, North Carolina
    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 moreLast updated: 18 days ago
    • Promoted
    Tech Lead / PeopleSoft Financials Consultant

    Tech Lead / PeopleSoft Financials Consultant

    US Tech Solutions, Inc.Charlotte, NC, US
    Temporary
    Location : Hybrid, Charlotte or Raleigh, NC (3 days Onsite / week) .This is a versatile IT Tech Lead that may perfo...Show moreLast updated: 2 days ago
    • Promoted
    RSA Archer Consultant

    RSA Archer Consultant

    Motion Recruitment Partners LLCCharlotte, NC, United States
    Full-time
    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a RSA Archer Consultant in Charlotte NC or Irving TX (Hybrid). Work with the brightest minds at one...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

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

    Data AnnotationGastonia, North Carolina
    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 moreLast updated: 18 days ago
    • Promoted
    OneStream Senior Consultant

    OneStream Senior Consultant

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Finance Transformation Senior Consultant.Our Finance Transformation team serves as trusted advisors to CFOs, COOs, CIOs, and other key executives, providing strategic advice and implementing soluti...Show moreLast updated: 2 days ago
    • Promoted
    Virtual Financial Consultant

    Virtual Financial Consultant

    Charlotte StaffingCharlotte, NC, US
    Full-time
    The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries, and their legal and financial representatives on the complete spectrum of ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Investment Consultant- Charlotte, NC

    Investment Consultant- Charlotte, NC

    Charles SchwabCharlotte, NC, US
    Full-time
    Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show moreLast updated: 4 hours ago
    Financial Services Consultant - Registered - Charlotte, NC National Contact Center

    Financial Services Consultant - Registered - Charlotte, NC National Contact Center

    TIAAUSA, North Carolina, Charlotte
    Full-time
    Every worker deserves a secure retirement.For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a m...Show moreLast updated: 30+ days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationKannapolis, North Carolina
    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 moreLast updated: 18 days ago
    • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

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

    Data AnnotationConcord, North Carolina
    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 moreLast updated: 18 days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationConcord, North Carolina
    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 moreLast updated: 18 days ago