Retirement Planner

About the role

Empower seeks a successful Retirement Planner who can deliver conversations with clients regarding their Retirement Readiness and address their needs or concerns. This role involves enrolling and retaining clients in Advisory Services and referring them to other teams within the company.

Responsibilities

• Support managed account campaigns from an inbound/outbound call perspective to educate participants.
• Identify, execute, and follow up on opportunities to contract additional client assets while providing client retirement planning discussions.
• Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
• Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant's best interest.
• Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls.
• Enroll participants in the managed account offering in the Empower Retail account.

Requirements

• 2 years’ financial industry experience
• FINRA 7, 63 and 65 (or 66) registrations required
• FINRA fingerprinting required

Qualifications

• Bachelor’s Degree and/or equivalent work experience
• Fully licensed candidates are preferred
• Chartered Retirement Planning Counselor (CRPC) Designation preferred

Skills

• Goals and results oriented with high level of accountability

Benefits

• Medical, dental, vision and life insurance
• Roth 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.

Pay

$60,000.00 - $78,000.00

Schedule

Eastern Time (ET): 12:30 p.m. – 9:00 p.m.
Central Time (CT): 11:30 a.m. – 8:00 p.m.
Mountain Time (MT): 10:30 a.m. – 7:00 p.m.