Empower

Workplace Planning Consultant

Empower

full-time

Posted on:

Location Type: Remote

Location: Florida • North Carolina • United States

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Salary

💰 $52,000 - $64,000 per year

Job Level

Junior

About the role

  • Deliver one-on-one conversations with plan participants focused on retirement readiness, financial wellness, managed accounts and plan features.
  • Provide point-in-time advice on topics such as contribution strategies, investment allocations including Managed Account solutions, rollovers, and distribution options.
  • Leverage Empower tools and resources (e.g., Best Interest Profile, participant portal) to guide decision-making.
  • Manage inbound and outbound interactions, including phone calls, emails, and warm handoffs from internal partners.
  • Act as a trusted point of contact through basic transactions such as rollovers and transfers.
  • Identify participant needs and make introductions to Wealth Solutions teams, managed accounts, or other specialists as appropriate.
  • Maintain detailed notes, follow-up actions, and participant outcomes in CRM tools.
  • Demonstrate a commitment to meeting performance goals tied to asset retention, education impact, and participant satisfaction.

Requirements

  • Bachelor’s degree or equivalent experience preferred.
  • FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines.
  • FINRA fingerprinting required.
  • 1+ years of experience in financial services, customer service, or call center environments.
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 & Tools
financial wellnessmanaged accountsinvestment allocationscontribution strategiesrolloversdistribution optionsCRM toolsperformance goalsasset retentionparticipant satisfaction
Soft Skills
communicationcustomer servicetrustworthinessproblem-solvingattention to detailinterpersonal skillsorganizational skillsfollow-upadvisory skillsrelationship management
Certifications
Bachelor’s degreeFINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65FINRA fingerprinting