Workplace Planning Consultant

🕒 July 3

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟢 Junior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 34%

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.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Provide over-the-phone guidance to customers at key life moments, such as starting or ending employment regarding employer-sponsored retirement accounts • Discuss available account options, including 401(k) and IRAs, and align them with customers’ retirement savings goals • Educate customers on information specific to their retirement plan • Compare options to best support customers’ savings goals • Deepen customers’ relationship with Empower • Work assigned shifts within operating hours of 6:00 am to 7:00 pm MT based on business need • Progress toward Senior Workplace Planning Consultant opportunity

🎯 Requirements

• Bachelor's degree or an equivalent combination of education and professional work experience • Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention • Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines • Complete FINRA fingerprinting upon hire • Ability to learn new information quickly and independently • Demonstrated relationship management and customer service skills • Problem-solving skills • Ability to engage with customers, ask questions, share thoughts, and offer solutions • Previous inbound and/or phone-based consultation experience is a differentiator • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) is a differentiator • Prior Salesforce experience is a plus • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment • Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT

🏖️ Benefits

• $5,000 sign-on bonus for candidates who are already fully licensed (eligibility for candidates who apply on or before September 30) • Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary retirement contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with 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 open to all • Flexible work environment • Remote work • Necessary computer equipment provided