Workplace Planning Consultant

Empower

Workplace Planning Consultant providing phone guidance on retirement savings options for customers at Empower. Supporting key life moments in retirement planning through relationship management.

Posted 5/14/2026full-timeRemote • Florida, North Carolina • 🇺🇸 United StatesJunior💰 $55,300 - $76,075 per yearWebsite

About the role

Key responsibilities & impact

Provide over the phone guidance at key life moments to our customer, 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 our customers on information specific to their retirement plan, comparing options to best support their savings goals
Focus on deepening customer’s relationship with Empower

Requirements

What you’ll need

Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated relationship management and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

401KIRAsperformance-oriented rolesgoal-oriented rolesasset growthretention

Soft Skills

relationship managementcustomer serviceproblem-solvingmotivatedself-starterability to learn quicklyindependent learning

Certifications

Bachelor's degreeFINRA 7FINRA 63FINRA 65FINRA 66