Retirement Plan Counselor - Bilingual

April 11

🍂 Massachusetts – Remote

Although this job is listed in Massachusetts, this company may be open to hiring remote in other states.

💵 $64.3k - $90.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛋️ Counselor

🦅 H1B Visa Sponsor

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Empower

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Empower is a financial services company that provides personalized investment and advice solutions to help individuals achieve financial freedom throughout their lives. It offers a range of wealth management services including private client investment management, socially responsible investing, retirement planning, and personal strategy services tailored for various investment needs. With innovative tools such as the Empower Personal Dashboard, clients can consolidate their financial information, plan for retirement, and make informed money decisions.

10,000+ employees

💸 Finance

💳 Fintech

📋 Description

• The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. • The Counselor leverages Empower’s industry leading technology and tools to drive positive results and help employees strive for a successful retirement. • This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. • Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner. • Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans. • Achieve business results and facilitate impactful conversations while meeting service level agreements. • Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems. • Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes. • Manage meeting schedule, including travel booking. • Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives. • Attend client meetings with other service team members.

🎯 Requirements

• Bachelor's degree and or equivalent experience considered in lieu of a degree • 2 – 4 years relevant financial services experience • Strong presentation skills required • Proficiency in MS Word, Excel, PowerPoint and Teams required • Strong relationship building and territory management skills • FINRA Series 6 and Series 63 registrations within established timelines required • FINRA fingerprinting required • Working knowledge of Salesforce preferred • Ability to calculate figures such as interest, proportions, percentages, and fractions required • Strategic thinker who can work independently • Practical experience providing high-level, consultative client interactions preferred • Basic knowledge of defined contribution plans preferred • Must speak fluent Spanish

🏖️ 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)