Retirement Plan Counselor

Empower

Retirement Plan Counselor at Empower delivering on-site and virtual retirement plans education to North Carolina employees. Utilizing technology to improve retirement outcomes.

Posted 7/24/2026full-timeRemote • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $59,700 - $84,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong presentation and relationship-building skills while effectively managing territory and client interactions. Proficient in financial services with a focus on improving retirement outcomes through strategic communication and education.

Highest-signal resume keywords

Strong Presentation SkillsFINRA Series 6 RegistrationFINRA Series 63 RegistrationProficiency in MS Word, Excel, PowerPoint, and TeamsTerritory Management Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Services ExperienceCalculating Interest, Proportions, Percentages, and FractionsConsultative Client InteractionsDefined Contribution Plans Knowledge

Soft Skills

Relationship BuildingStrategic ThinkingIndependent Work

Tools & Technologies

SalesforceVirtual Meeting Technologies

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Retirement OutcomesPlan EnrollmentDeferral IncreasesRolloversService Level Agreements

About the role

Key responsibilities & impact

Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
Achieve business results and facilitate impactful conversations while meeting service level agreements
Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
Manage meeting schedule, including travel booking
Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
Attend client meetings with other service team members
May be asked to participate in finals presentations for new prospects based on the demands of the territory

Requirements

What you’ll need

Bachelor's degree and or equivalent experience considered in lieu of a degree
2 – 4 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
Strong relationship building and territory management skills
FINRA Series 6 and Series 63 registrations required
FINRA fingerprinting required
Working knowledge of Salesforce preferred
Ability to calculate figures such as interest, proportions, percentages, and fractions required
Strategic thinker who can work independently
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred

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.