Retirement Planner

🕒 July 18

🇺🇸 United States – Remote

💵 $60k - $78k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Planner

🦅 H1B Visa Sponsor

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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

• Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants. • Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. • 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 by focusing on the participant’s best interest. • Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls. • Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients. • Enroll participants in the managed account offering in the Empower Retail account.

🎯 Requirements

• 2 years’ financial industry experience • FINRA 7, 63 and 65 (or 66) registrations required • FINRA fingerprinting required • Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts

🏖️ 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.