Workplace Planning Consultant
Overview
The individual is responsible for effectively communicating clients’ portfolio strategies and providing guidance on a variety of financial planning topics. Knowledge of current investment products and industry services is highly desirable. Exceptional listening, verbal, and written communication skills. Proven track record in relationship management and customer satisfaction.
Schedule
Full time
Level
Entry to management
Workplace flexibility
Flexible work environment
Responsibilities
- 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 customer’s retirement savings goals
- Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
- Focus on deepening customer’s relationship with Empower
Requirements
- 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, and offer solutions
Qualifications
- 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
- Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- A growth mindset to meet company and team goals
Skills
- Communicator
- Independent
- Results-driven
- Tech savvy
- Growth mindset
- Customer-centric
Culture
We empower financial freedom for all by giving our people freedom to lead the way. Our flat structure keeps our leaders as close as possible to our customers and to our people. Career advancement can take many forms. We look forward to helping you develop your career the way you want.
We know that work-life balance means something different to each person, and we’ll work to understand what your life and your career need.
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 customer’s retirement savings goals
- Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
- Focus on deepening customer’s 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, and 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
- Prior experience with SalesForce
- A good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- A growth mindset to meet company and team goals
What we offer you
- 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
$55,300.00 - $76,075.00
Equal opportunity employer
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.
Job Posting End Date
08-01-2026