Retirement Planner

Empower

Retirement Planner guiding clients on retirement readiness and financial advisory services. Supporting managed account campaigns and ensuring participant growth and satisfaction in a flexible work environment.

Posted 7/18/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $78,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a strong focus on compliance and risk procedures. Proven ability to identify opportunities for asset growth and enhance service quality in managed account campaigns.

Highest-signal resume keywords

FINRA 7 RegistrationFINRA 63 RegistrationFINRA 65 RegistrationClient Relationship ManagementFinancial Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningAsset ManagementCompliance ProceduresRisk ManagementDocumenting Client Interactions

Soft Skills

Goals OrientedAccountabilityProactive Problem Solving

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Managed AccountsClient AssetsParticipant GrowthAdvisory ClientsEmpower Retail

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
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.