Retirement Plan Counselor

Job not on LinkedIn

🔥 7 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛋️ Counselor

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.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

• Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k), 403(b), and/or Government 457 plan participants • Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings • Drive participants toward measurable retirement actions, including plan enrollment, deferral increases, and rollovers • Achieve business results and facilitate impactful conversations while meeting service level agreements • Complete reporting requirements, including logging meetings, attendees, and outcomes in appropriate systems • 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 final presentations for new prospects when required by territory demands

🎯 Requirements

• Bachelor's degree and or equivalent experience considered in lieu of a degree • 2–4 years relevant financial services experience • Strong presentation skills required • Proficiency in MS Word, Excel, PowerPoint and Teams required • 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 required • Strategic thinker who can work independently • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable • Reliable high-speed internet with a wired connection and a suitable home workspace required for remote work • Fiber, cable, or DSL internet connection 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) facilitating inclusion and collaboration • Flexible work environment • Reliable high-speed internet and necessary computer equipment provided for remote and hybrid positions

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