Note: The job is a remote job and is open to candidates in USA. Empower is a company focused on transforming financial lives and promoting internal mobility within a flexible work environment. The Retirement Planner will engage with clients regarding their Retirement Readiness, addressing their needs and concerns while helping them enroll in Advisory Services.
Responsibilities
- Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants
- Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest
- Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls
- Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients
- Enroll participants in the managed account offering in the Empower Retail account
Skills
- 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 that directly correlate to retention and increasing assets under management and participant growth for managed accounts
- Bachelor's Degree and/or equivalent work experience
- Fully licensed candidates are preferred
- Chartered Retirement Planning Counselor (CRPC) Designation preferred
- Bring a positive attitude, ability to converse with clients and be open to coaching and feedback
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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Company Overview