Retirement Planner

🕒 August 6

🇺🇸 United States – Remote

💵 $60k - $78k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 24%

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

• Deliver conversations with clients regarding Retirement Readiness questions, needs, and concerns • Enroll and retain clients in Advisory Services and refer them to other company teams when appropriate • Support managed account campaigns through inbound and outbound calls to educate participants • Identify, execute, and follow up on opportunities to contract additional client assets • Provide client retirement planning discussions • Identify trends and determine proactive solutions to maximize service quality and increase assets under management • Adhere to compliance and risk procedures while focusing on participants’ best interests • Document client conversation information for business and relationship development and follow-up calls • Act in a dually registered capacity when speaking with Advisory and Empower Retail clients • Enroll participants in the managed account offering in the Empower Retail account

🎯 Requirements

• 2 years’ financial industry experience • FINRA 7, 63 and 65 (or 66) registrations required • FINRA fingerprinting required • Goals and results oriented with high level of accountability to produce positive results • Bachelor’s Degree and/or equivalent work experience • Fully licensed candidates are preferred • Chartered Retirement Planning Counselor (CRPC) Designation preferred • Positive attitude, ability to converse with clients, and openness to coaching and feedback • Must be authorized to work for any employer in the U.S. • No employment visa sponsorship or takeover of sponsorship, including CPT/OPT • Availability to work Monday–Friday on the specified Eastern, Central, or Mountain Time schedule for the location

🏖️ 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 • Bonus program eligibility for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Reliable high-speed internet with a wired connection and a suitable home workspace for remote work • Necessary computer equipment provided