Bilingual Retirement Plan Counselor — Spanish

Empower; New York (NY); Hybrid; USD 69,000 - 97,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Tuition reimbursement

Casual dress

Paid time off

Company holidays

Volunteer time off

Parental leave

Disability leave

BRGs

Job summary

Empower is hiring a Retirement Plan Counselor to educate and enroll participants in defined contribution plans, both in person and virtually. You will leverage Empower tools to drive enrollment, deferrals, and rollovers while fostering strong stakeholder relationships across your territory.

The role requires a Bachelor’s degree or equivalent, 2–4 years in financial services, and FINRA licenses with fingerprinting. Bilingual Spanish is a plus and remote/hybrid work options are available.

Qualifications

• Bachelor's degree or equivalent experience.
• 2–4 years in financial services.
• Strong presentation skills required.
• Proficiency in MS Word, Excel, PowerPoint and Teams.
• Strong relationship building and territory management.
• FINRA Series 6 and Series 63 registrations within timelines.
• FINRA fingerprinting required.
• Bilingual in Spanish.

Responsibilities

• Deliver on-site and virtual education and enrollment presentations.
• Drive participants to enroll, increase deferrals and rollovers.
• Meet service level agreements and achieve business results.
• Complete reporting on meetings and outcomes in systems.
• Build relationships with contacts, sponsors, and internal teams.
• Manage meeting schedules and travel bookings.
• Provide feedback on communication materials and strategies.
• Attend client meetings with service teams.

Skills

Spanish language

Presentation skills

Relationship building

Territory management

Education

Bachelor's degree

Tools

MS Word

MS Excel

PowerPoint

Teams

Salesforce

Job description

Empower is hiring a Retirement Plan Counselor to educate and enroll participants in defined contribution plans, both in person and virtually. You will leverage Empower tools to drive enrollment, deferrals, and rollovers while fostering strong stakeholder relationships across your territory.

The role requires a Bachelor’s degree or equivalent, 2–4 years in financial services, and FINRA licenses with fingerprinting. Bilingual Spanish is a plus and remote/hybrid work options are available.