Retirement Strategy Consultant

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Strategy Consultant provides Empower workplace participants with personalized retirement, investment, and financial wellness guidance to support long-term financial success. Consultants guide participants through managed account solutions, identify referral opportunities to partner teams, and help drive positive outcomes for both participants and the business while delivering a world-class participant experience.

Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):

• Eastern Time (ET): 12:30 p.m. – 9:00 p.m.
• Central Time (CT): 11:30 a.m. – 8:00 p.m.
• Mountain Time (MT): 10:30 a.m. – 7:00 p.m.
• Pacific Time (PT): 9:30 a.m. – 6:00 p.m.

• →Engage participants through consultative advice and financial wellness conversations to understand needs, explore goals, and deliver actionable retirement guidance
• →Provide retirement planning support across managed accounts, savings strategies, investment allocations, and retirement income objectives
• →Manage high-volume inbound queues, scheduled appointments, and outbound campaign outreach while meeting service level and customer experience expectations
• →Identify, execute, document, and follow up on opportunities to deepen relationships, retain assets, increase assets under management, and connect participants with appropriate partner teams
• →Meet monthly performance expectations and contribute to positive participant and business outcomes through accountability, coaching, and ongoing development

• →2+ years of experience in financial services, retirement planning, or advisory environments
• →FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines
• →FINRA fingerprinting required
• →Openness to coaching and feedback
• →Self-motivated, demonstrated work ethic, and the ability to collaborate effectively in a remote team environment
• →Positive attitude, ability to build rapport with clients, and excellent communication and planning skills to understand needs and present customer-focused solutions
• →High-performance, results-oriented mindset with a strong sense of accountability for driving participant retention, growth in assets under management, and positive business outcomes

• Bachelor’s degree or equivalent work experience
• Fully licensed candidates preferred
• Experience with managed account solutions and providing fiduciary advice
• Proven ability to meet performance targets in a metric-driven environment
• Previous experience in inbound and outbound phone roles
• Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation preferred
• Proficient in or ability to quickly learn Microsoft Office products, Salesforce, and other proprietary and recordkeeping systems

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***