Note: The job is a remote job and is open to candidates in USA. Empower provides retirement and financial services that help customers achieve financial freedom. The Retirement Strategy Consultant delivers personalized retirement, investment, and financial wellness guidance to workplace participants, supports managed account and retirement planning needs, and identifies opportunities to connect participants with partner teams while delivering a high-quality participant experience.
Responsibilities
- Engage participants through consultative advice and financial wellness conversations to understand needs, explore 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 while meeting 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 appropriate partner teams
- Meet monthly performance expectations and contribute to positive participant and business outcomes through accountability, coaching, and ongoing development
Skills
- 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 the ability to collaborate effectively in a remote team environment
- Positive attitude, ability to build rapport with clients, and excellent communication and planning skills to understand needs and present customer-focused solutions
- High-performance, results-oriented mindset with a strong sense of accountability for driving 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
- Proficient in or ability to quickly learn Microsoft Office products, Salesforce, and other proprietary and recordkeeping systems
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT
- Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):
- **Eastern Time (ET):** 12:30 p.m. – 9:00 p.m
- **Central Time (CT):** 11:30 a.m. – 8:00 p.m
- **Mountain Time (MT):** 10:30 a.m. – 7:00 p.m
- **Pacific Time (PT):** 9:30 a.m. – 6:00 p.m
- Fully licensed candidates preferred
- Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation preferred
Benefits
- Flexible work environment
- Fluid career paths and internal mobility
- 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.
- Remote work arrangement
- Other necessary computer equipment will be provided.
Company Overview