Retirement Strategy Consultant

🕒 May 14

🇺🇸 United States – Remote

💵 $60k - $78k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Strategy

🚫👨‍🎓 No degree required

🦅 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

• Engage participants through consultative advice and financial wellness conversations • Understand participant needs and goals and deliver actionable retirement guidance • Provide retirement planning support across managed accounts, savings strategies, investment allocations, and retirement income objectives • Manage high-volume inbound queues, scheduled appointments, and outbound campaign outreach • Meet service level and customer experience expectations • Identify, execute, document, and follow up on opportunities to deepen relationships, retain assets, increase assets under management, and connect participants with partner teams • Meet monthly performance expectations • Contribute to positive participant and business outcomes through accountability, coaching, and ongoing development • Work Monday–Friday according to the applicable time-zone schedule

🎯 Requirements

• 2+ years of experience in financial services, retirement planning, or advisory environments • FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines • FINRA fingerprinting required • Openness to coaching and feedback • Self-motivated, demonstrated work ethic, and ability to collaborate effectively in a remote team environment • Positive attitude, ability to build rapport with clients, and excellent communication and planning skills • High-performance, results-oriented mindset with accountability for participant retention, growth in assets under management, and positive business outcomes • Bachelor’s degree or equivalent work experience • Experience with managed account solutions and providing fiduciary advice • Proven ability to meet performance targets in a metric-driven environment • Previous experience in inbound and outbound phone roles • CFP or CRPC designation preferred • Proficiency in or ability to quickly learn Microsoft Office, Salesforce, and proprietary and recordkeeping systems • Must be authorized to work for any employer in the U.S.; employment visa sponsorship unavailable • Reliable high-speed internet with a wired connection and suitable home workspace required

🏖️ 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 • Paid time off program • 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 • Remote work • Necessary computer equipment provided • Opportunity to participate in a bonus program or sales incentives, depending on position