Financial Coach

🕒 May 26

🇺🇸 United States – Remote

💵 $58.5k - $72k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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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

• Primarily focuses on education, advice, and wellness conversations to help clients choose appropriate financial planning and investment options • Works with participants enrolled in in-plan managed account offerings at times of high volumes • Uses online planning tools and conversation guides to enhance conversations and experiences • Provides direct advice using Empower’s proprietary financial planning tools and helps customers adopt solutions in their best interests • Primarily manages inbound queues and appointments to ensure critical service timeframes and customer experiences • Is comfortable making outbound calls as needed • Adheres to compliance/risk procedures and exhibits detailed attention to policy and procedures by focusing on the participant’s best interests • Identifies, executes, and follows up on opportunities to contract additional client assets while providing client retirement planning discussions • Identifies trends and determines proactive solutions to maximize service quality and increase assets under management • Meet monthly performance expectations and implement coaching to achieve goals

🎯 Requirements

• Bachelor’s degree or an equivalent combination of education and professional work • FINRA 7 and 66 (or 63 and 65) registrations required within corporate-established timelines • FINRA fingerprinting required • Demonstrated success in performance roles or other similar experience • Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently • Consultative skills to understand needs and present customer-focused solutions • Working knowledge of Microsoft Office software and ability to learn new technology systems • Suitable at-home space to focus on work and be on camera in meetings • Previous experience in inbound and outbound phone roles

🏖️ 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.