Retirement Strategy Consultant

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 encourage and celebrate internal mobility, recognize the importance of purpose, well-being, and work-life balance, and foster a welcoming and inclusive environment. Associates dedicate thousands of hours to volunteering for causes that matter most to them.

About the role

The Retirement Strategy Consultant provides Empower workplace participants with personalized retirement, investment, and financial wellness guidance to support long-term financial success. Consultants guide participants through managed account solutions, identify referral opportunities to partner teams, and help drive positive outcomes for both participants and the business while delivering a world-class participant experience.

Schedule

Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):

• 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.
• Pacific Time (PT): 9:30 a.m. – 6:00 p.m.

Responsibilities

• Engage participants through consultative advice and financial wellness conversations to understand needs, explore goals, and deliver actionable retirement guidance
• Provide retirement planning support across managed accounts, savings strategies, investment allocations, and retirement income objectives
• Manage high-volume inbound queues, scheduled appointments, and outbound campaign outreach while meeting service level and customer experience expectations
• Identify, execute, document, and follow up on opportunities to deepen relationships, retain assets, increase assets under management, and connect participants with appropriate partner teams
• Meet monthly performance expectations and contribute to positive participant and business outcomes through accountability, coaching, and ongoing development

Requirements

• 2+ years of experience in financial services, retirement planning, or advisory environments
• FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines
• FINRA fingerprinting required
• Openness to coaching and feedback
• Self-motivated, demonstrated work ethic, and the ability to collaborate effectively in a remote team environment
• Positive attitude, ability to build rapport with clients, and excellent communication and planning skills to understand needs and present customer-focused solutions
• High-performance, results-oriented mindset with a strong sense of accountability for driving participant retention, growth in assets under management, and positive business outcomes
• 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.)
• For remote and hybrid positions: reliable high-speed internet with a wired connection and a dedicated workspace with limited disruption are required. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL. 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.

Qualifications

• Bachelor’s degree or equivalent work experience
• Fully licensed candidates preferred
• Experience with managed account solutions and providing fiduciary advice
• Proven ability to meet performance targets in a metric-driven environment
• Previous experience in inbound and outbound phone roles
• Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation preferred
• Proficient in or ability to quickly learn Microsoft Office products, Salesforce, and other proprietary and recordkeeping systems

Benefits

• 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) – facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work, and play (open to all)

Pay

Base Salary Range: $60,000.00 - $78,000.00

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.