Workplace Planning Consultant

Job Overview

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Compensation

Salary
Range $55,300.00 - $76,075.00
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Benefits

Medical insurance
Dental Insurance
Vision Insurance
Life insurance
retirement savings plan
Tuition Reimbursement
Paid Time Off
paid volunteer time
Paid parental leave
short-term disability
long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups

Job Description

Empower is a forward-thinking financial services company committed to transforming the financial lives of its customers by first empowering its associates. At its core, Empower believes that giving people the freedom and flexibility to chart their own career paths is crucial in fostering a thriving, motivated, and innovative workforce. The company prides itself on a flexible work environment that supports diverse career trajectories and encourages internal mobility as a way to grow talent and nurture personal and professional development. Recognizing the importance of purpose, well-being, and work-life balance, Empower actively cultivates a welcoming and inclusive workplace where associates are supported in both their career ambitions and personal lives. Furthermore, the company promotes community engagement by dedicating thousands of volunteer hours to causes that its associates care deeply about. Empower’s commitment to its values creates an environment where employees thrive and contribute meaningfully to customer success and community well-being.

The role of Workplace Planning Consultant at Empower is designed for those eager to play a vital part in guiding customers through important financial decisions at critical life moments. This position is embedded within the growing Empower Personal Wealth consultation team that provides expert support, helping customers make informed choices about their retirement savings options like 401(k) plans and IRAs. As a Workplace Planning Consultant, you have a direct impact on helping customers achieve their financial goals and secure their futures by educating them on the best available account options tailored to their individual needs. This role offers a balanced mix of guidance and personalized service, delivered primarily over the phone.

This opportunity is not just a job but a career pathway, with chances for advancement to a Senior Workplace Planning Consultant role, thereby increasing earning potential through a combination of base salary and performance-based bonuses. The compensation plan rewards goal attainment, creating incentives that align with the company’s success and individual growth. The position is remote and nationwide, providing flexibility to work from home in a business-casual environment that values comfort and inclusivity. Empower invests in the development of its consultants by requiring relevant licenses and supporting continuous professional development. Candidates eligible for a significant $5,000 licensing sign-on bonus can benefit from additional financial incentives, reinforcing the company’s investment in its talent. Empower is inclusive and equitable, maintaining a drug-free workplace and upholding policies that ensure equal opportunity for all qualified applicants regardless of personal or demographic factors. With a competitive salary range of $55,300 to $76,075 and a broad spectrum of comprehensive benefits, this role offers a promising and fulfilling financial services career for motivated self-starters focused on making a meaningful difference.

Job Requirements

  • Bachelor's degree or equivalent combination of education and professional work experience
  • Minimum of 1 year experience in performance or goal-oriented roles
  • Ability to obtain FINRA 7, 63 and 65 (or 66) registrations within corporate-established timelines
  • Completion of FINRA fingerprinting upon hire
  • Motivated self-starter with ability to learn independently
  • Demonstrated relationship management and customer service skills
  • Problem-solving and communication skills
  • Reliable high-speed internet with wired connection for remote work
  • Authorized to work in the U.S. without visa sponsorship

Job Qualifications

  • Bachelor's degree or equivalent combination of education and professional work experience
  • Minimum of 1 year experience in performance or goal-oriented roles, ideally in asset growth and retention
  • Current FINRA licenses or ability to obtain FINRA 7, 63 and 65 (or 66) registrations within corporate-established timelines
  • Demonstrated relationship management and customer service skills
  • Problem-solving ability and effective communication skills
  • Proficiency with Microsoft Suite and ability to quickly learn new systems
  • Knowledge of IRAs, retirement investment products, and qualified retirement plan environment
  • A growth mindset to meet company and team goals

Job Duties

  • Provide over the phone guidance at key life moments to customers, such as starting or ending employment regarding their employer-sponsored retirement account
  • Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals
  • Educate customers on information specific to their retirement plan, comparing options to best support their savings goals
  • Focus on deepening customer’s relationship with Empower
  • Engage in ongoing learning and licensing requirements to maintain professional standards
  • Collaborate with team members and management to meet performance goals
  • Utilize Microsoft Suite and SalesForce tools to manage customer information effectively

Job Criteria

Experience

No experience required


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