Retirement Plan Counselor

Yesterday

🎸 Tennessee – Remote

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

💵 $58.5k - $82.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛋️ 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 helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. • This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. • Develop strategic relationships with site contacts within their assigned territory. • Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness. • Work closely with internal business partners delivering increased client value. • Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area.

🎯 Requirements

• Minimum 3 - 5 years financial services/retirement experience • Satisfy service level agreements for the plan as well as achieve business results • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities • FINRA Series 6 & 63 licenses required • Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts • Strong presentation skills • Have experience with a consultative needs-based approach helping people plan for retirement • Ability to work independently; results- oriented

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.