Workplace Planning Consultant

🕒 July 3

🏈 Ohio, Texas, +1 more states – Remote

🏈 Ohio – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟢 Junior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• 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

🎯 Requirements

• 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, and offer solutions

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