Retirement Strategy Consultant

3 days ago

Apply Now

Receive Emails with Similar Jobs

Empower

WebsiteLinkedInAll Job Openings

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.

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• Provide consultations and advice on foundational financial topics to plan participants. • Educate and advise plan participants on the Advisory Services available through their plan to assist the participant in reaching their retirement goals. • Gains and employs expert knowledge about RPAT plan rules, processes, procedures, and key stakeholders inclusive of plan advisors, third-party administrators, and internal Workplace Solutions partners. • Proactively identify customer retirement planning needs and utilize Empower Best Interest Profile (BIP) tool to deliver fiduciary recommendations relating to all advice modules, including investment advice. • Accountable to customers implementing recommendations and assisting with completion, including account rebalancing or enrollment in managed accounts. • Must be able to comprehensively explain the methodology behind the services and offer solutions to assist the participant reach their financial goals. • Identify, execute, and follow-up on opportunities to contract additional client assets while providing client retirement planning discussions. • Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest. • Responsible for providing fiduciary advice by leveraging Empower Best Interest Profile tool when appropriate.

🎯 Requirements

• FINRA Series 7, and 66 (or Series 63 and Series 65) registrations required within corporate-established timelines. • FINRA fingerprinting required. • CFP and/or CRPC preferred • 3+ years financial industry experience. • Strong interpersonal skills, ability to work in teams. • Self-starter with demonstrated success in problem solving. • Experience working in a metrics/activity driven team. • Goal 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. • Bachelor’s Degree and/or equivalent work experience.

🏖️ 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, 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.