Financial Coach

Job not on LinkedIn

🕒 June 25

🇺🇸 United States – Remote

💵 $58.5k - $72k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 55%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Service Empower workplace participants on investment and financial wellness needs • Provide education, advice, and wellness conversations about financial planning and investment options • Support participants enrolled in in-plan managed account offerings during high-volume periods • Use online planning tools, conversation guides, and Empower proprietary financial planning tools • Provide direct advice and help customers adopt solutions in their best interests • Manage inbound queues and appointments and make outbound calls as needed • Adhere to compliance and risk procedures • Identify, execute, and follow up on opportunities to contract additional client assets • Conduct client retirement planning discussions • Identify trends and determine proactive solutions to maximize service quality and increase assets under management • Meet monthly performance expectations and implement coaching to achieve goals • Advance through internal development opportunities

🎯 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 • Authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT • Available to work Monday–Friday schedule aligned with Eastern, Central, or Mountain Time business needs • Demonstrated success in performance roles or similar experience • Ability to manage multiple priorities and stressful situations with customers • Consultative skills to understand needs and present customer-focused solutions • Working knowledge of Microsoft Office and ability to learn new technology systems • Suitable at-home space for focused work and camera use in meetings • Previous inbound and outbound phone experience • Reliable high-speed internet with a wired connection from a fiber, cable, or DSL provider • Limited, infrequent travel may be required

🏖️ 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) open to all • Flexible work environment • Internal development opportunities • Equipment provided for remote work