Retirement Strategy Consultant
Empower
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $78,000 per year
Job Level
Mid-LevelSenior
About the role
- Provide consultations and advice on foundational financial topics to plan participants.
- Educate and advise plan participants on the Advisory Services available through their plan to assist the participant in reaching their retirement goals.
- Gains and employs expert knowledge about RPAT plan rules, processes, procedures, and key stakeholders inclusive of plan advisors, third-party administrators, and internal Workplace Solutions partners.
- Proactively identify customer retirement planning needs and utilize Empower Best Interest Profile (BIP) tool to deliver fiduciary recommendations relating to all advice modules, including investment advice.
- Accountable to customers implementing recommendations and assisting with completion, including account rebalancing or enrollment in managed accounts.
- Must be able to comprehensively explain the methodology behind the services and offer solutions to assist the participant reach their financial goals.
- Identify, execute, and follow-up on opportunities to contract additional client assets while providing client retirement planning discussions.
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest.
- Responsible for providing fiduciary advice by leveraging Empower Best Interest Profile tool when appropriate.
Requirements
- FINRA Series 7, and 66 (or Series 63 and Series 65) registrations required within corporate-established timelines.
- FINRA fingerprinting required.
- CFP and/or CRPC preferred
- 3+ years financial industry experience.
- Strong interpersonal skills, ability to work in teams.
- Self-starter with demonstrated success in problem solving.
- Experience working in a metrics/activity driven team.
- Goal 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.
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningretirement planningfiduciary adviceaccount rebalancingmanaged accountsinvestment advicecompliance proceduresrisk managementmetrics-driven performanceproblem solving
Soft skills
interpersonal skillsteamworkself-startergoal-orientedresults-orientedaccountabilitycommunicationconsultationcustomer serviceattention to detail
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65CFPCRPC