Workplace Planning Consultant

🕒 il y a 1 mois

🤠 Texas – Distant

🤠 Texas – Remote

💵 $55 300 - $76 075 / an

⏰ Temps Plein

🟢 Junior

💼 Consultant

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Empower

Site WebLinkedInTous les Emplois

10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

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

🎯 Exigences

• 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

🏖️ Avantages

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