Retirement Strategy Consultant

March 17

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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

• Provide consultations and advice on foundational financial topics to plan participants • Significant focus on making sure that participants are taking actionable steps that can set them up for future financial success • Educate and advise plan participants on the Advisory Services available through their plan • Proactively identify customer retirement planning needs and utilize Empower Best Interest Profile (BIP) tool • Collect detailed information around an individual’s financial objectives, asset composition, and historical information • 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

🎯 Requirements

• 3+ years financial industry experience • Strong interpersonal skills, ability to work in teams • Self-starter with demonstrated success in problem solving • Experience working in a metrics/activity driven team • Goal and results oriented with high level of accountability • Bachelor’s Degree and/or equivalent work experience • FINRA Series 7, and 66 (or Series 63 and Series 65) registrations required within corporate-established timelines • FINRA fingerprinting required • CFP Preferred otherwise CRPC required within 6 months of hire

🏖️ 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) - internal networks that rally around common interest, experiences and identities