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Empower · 1 day ago

Retirement Planner

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $78K/yr

2+ years exp

Empower is committed to transforming financial lives by providing a flexible work environment and opportunities for internal mobility. The Retirement Planner will engage with clients to discuss their Retirement Readiness, addressing needs, enrolling them in Advisory Services, and referring them to other teams as necessary.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

Support managed account campaigns from an inbound/outbound call perspective with the goal of educating 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

Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients

Enroll participants in the managed account offering in the Empower Retail account

Qualification

FINRA 7 registrationFINRA 63 registrationFINRA 65 registrationFinancial industry experienceChartered Retirement Planning CounselorClient communicationCoaching opennessPositive attitude

Required

2 years' financial industry experience

FINRA 7, 63 and 65 (or 66) registrations required

FINRA fingerprinting required

Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts

Preferred

Bachelor's Degree and/or equivalent work experience

Fully licensed candidates are preferred

Chartered Retirement Planning Counselor (CRPC) Designation preferred

Bring a positive attitude, ability to converse with clients and be open to coaching and feedback

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