Empower · 1 day ago
Financial Consultant
United States
Full-time
Remote
Entry Level
$52K/yr - $64K/yr
1+ years expEmpower is dedicated to transforming financial lives by providing a flexible work environment and opportunities for internal mobility. As a Financial Consultant on the Retirement Plan Advisory Team, you will guide customers through their retirement savings options and help them achieve their financial goals.
Employee BenefitsNon ProfitSocial
No H1B
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
Qualification
Required
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 & offer solutions
Preferred
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 and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
A growth mindset to meet company and team goals
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.
Company
Empower
EMPower is a non-governmental agency for social well being.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
KC Waldron
Chief Compliance Officer
Roger Hobby
EVP
Recent News
2026-01-22
2025-10-27
2025-10-17
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