Workplace Planning Consultant

📋 Description

• Offer telephonic support during significant life events to our clients, such as initiating or concluding employment in relation to their employer-sponsored retirement accounts.

• Review available account alternatives, like 401K and IRAs, to align with the client’s retirement savings objectives.

• Inform our clients about specifics of their retirement plans, evaluating options to optimally support their savings aspirations.

• Concentrate on enhancing the client’s relationship with Empower.

⛳️ Requirements

• A bachelor’s degree or an equivalent mix of education and relevant professional experience.

• At least 1 year of experience in performance-driven roles, preferably focused on asset growth and retention.

• Active FINRA licenses and/or the capability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within company-defined timelines, along with completing FINRA fingerprinting upon hiring.

• A motivated, self-driven individual with the capacity to quickly and independently grasp new information.

• Proven relationship management and customer service abilities.

• Strong problem-solving skills, with the ability to interact with clients, ask pertinent questions, share insights, and provide solutions.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance options.

• Retirement savings opportunities including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a diverse investment lineup.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual work environment that allows for wearing jeans.

• Generous paid time off upon hiring, which includes a paid time off program plus ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer hours amounting to 16 hours per calendar year.

• Programs for leave of absence, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our organization and the communities where we live, work, and play. BRGs are accessible to everyone.