Retirement Plan Counselor

Job not on LinkedIn

🔥 0 minutes ago

🥔 Idaho – Remote

🥔 Idaho – 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

• Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants • Leverage Empower’s technology and tools to drive positive participant outcomes • Assist the Relationship Management team in establishing and maintaining relationships with key stakeholders within the assigned territory • Work across Idaho with public employees; travel within Idaho • Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings • Drive plan enrollment, deferral increases, and rollovers from previous plans • Achieve business results and facilitate impactful conversations while meeting service level agreements • Complete reporting requirements, including logging meetings, attendees and outcomes • Build relationships with key contacts, plan sponsor representatives and internal stakeholders • Manage meeting schedules, including travel booking • Provide feedback to local relationship managers on communication materials and strategies • Attend client meetings with other service team members • Participate in finals presentations for new prospects as needed

🎯 Requirements

• Must reside in Idaho and be based in Idaho • Bachelor's degree and/or equivalent experience considered in lieu of a degree • 2–4 years relevant financial services experience • Strong presentation skills • Proficiency in MS Word, Excel, PowerPoint and Teams • Strong relationship building and territory management skills • FINRA Series 6 and Series 63 registrations within established timelines required • FINRA fingerprinting required • Ability to calculate figures such as interest, proportions, percentages, and fractions • Strategic thinker who can work independently • Working knowledge of Salesforce preferred • Practical experience providing high-level, consultative client interactions preferred • Basic knowledge of defined contribution plans preferred • Must be authorized to work for any employer in the U.S.; employment visa sponsorship unavailable

🏖️ Benefits

• Medical, dental, vision and life insurance • 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 including the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Other necessary computer equipment provided