Retirement Plan Counselor

🔥 5 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $59.7k - $84.3k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛋️ Counselor

🦅 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

• 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 • May be asked to participate in finals presentations for new prospects based on the demands of the territory

🎯 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 • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

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