Sr Workplace Planning Consultant

About the role

Empower’s vision is to transform financial lives by giving our people the freedom to transform their own. We offer a flexible work environment, fluid career paths, and celebrate internal mobility. We value purpose, well-being, and work-life balance, and foster an inclusive culture where associates volunteer thousands of hours to causes they care about. Chart your own path while helping customers achieve financial freedom.

The Senior Workplace Planning Consultant delivers comprehensive retirement and financial wellness advice and education to participants in employer-sponsored plans. Associates guide customers through key decision points that influence long-term financial success, demonstrate strong planning acumen, confidently navigate managed account solutions, and deepen relationships through proactive, personalized engagements that support overall financial well-being. The ideal Consultant enjoys helping customers achieve retirement goals, is a self-starter with excellent organizational skills, and thrives in a fast-paced environment. Must be upbeat, ambitious, and excel at both inbound and outbound calls with strong follow-through.

Responsibilities

• Cultivate relationships by delivering personalized service and responding to plan and policy questions with listening, patience, empathy, authenticity, proactivity, and perseverance
• Relay accurate information and provide clear, concise communication of policies and procedures
• Retain assets through education and guidance on available plan-specific and general distribution options
• Engage customers in informed distribution decisions and explain the advantages of participating in company-sponsored retirement plans or IRAs versus tax implications of taking receipt of retirement investment proceeds
• Deliver optimal solutions in every interaction
• Collaborate with peers to problem solve and deliver results
• Use innovative tools and services to identify best options and strategies for retirement-planning needs
• Meet monthly and annual sales and service goals

Requirements

• Bachelor’s degree or equivalent combination of education and professional work experience
• 2+ years of experience in financial services, retirement planning, or advisory environments
• Demonstrated success in sales
• Good understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment
• Demonstrated experience managing multiple priorities and handling stressful situations and people daily
• Good working knowledge of Windows, Microsoft Office (Word, Excel, PowerPoint), and file manipulation on a PC
• Ability to quickly learn Empower’s record keeping system and Salesforce software
• FINRA 7 & 66 (or 63 & 65) registrations required
• FINRA fingerprinting upon hire

What will set you apart

• Strong consulting skills
• Motivated self-starter who learns new information quickly and independently
• Strong written, verbal, and presentation skills

Applicants must be authorized to work for any employer in the U.S. Empower is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Benefits

• Medical, dental, vision, and life insurance
• Retirement savings – 401(k) 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 with 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) that facilitate inclusion and collaboration across the business and communities

Pay

Base Salary Range: $68,900.00 – $97,325.00

The salary range reflects the typical minimum to maximum base salary for this position in the listed location. Non-sales roles may participate in a bonus program; sales roles are eligible for sales incentives and, in some cases, a bonus plan, where total compensation may exceed base salary based on individual performance. Actual compensation may vary by geographic location, work experience, education, licensure, and skill level, and will be finalized at the time of offer.