Financial Consultant (Remote Eligible)

RemoteWorker US; Phoenix (AZ); Remote; USD 52,000 - 64,000; Full time

Job summary

Join a leading company as a Financial Consultant (Remote Eligible), where you'll empower customers on their retirement journey through personalized consultations. With a commitment to professional development and a flexible work environment, you'll have opportunities for growth and a competitive salary within a collaborative team dedicated to achieving financial freedom for clients.

Benefits

Medical, dental, and vision insurance

401(k) plan with matching contributions

Tuition reimbursement

Generous paid time off

Paid volunteer time

Qualifications

• Bachelor's degree or equivalent education/experience.
• Must obtain FINRA 7 & 63 within timelines.
• Ability to manage multiple priorities.

Responsibilities

• Deliver personalized consultations on retirement planning.
• Handle inbound and outbound customer interactions.
• Educate customers on retirement distribution decisions.

Skills

Customer Service

Communication

Organizational Skills

Analytical Skills

Consulting Skills

Education

Bachelor's degree or equivalent experience

Tools

SalesForce

Microsoft Office

Job description

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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.

What You Will Do

The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting.

At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to be promoted to Senior Financial Consultant, increasing your overall income potential. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.

• Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers.
• Assist the customer by retaining current assets through education on available plan specifics and general distribution options.
• Engages in a dialogue which educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts.
• Works with active and terminated participants of employer-sponsored plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies, and more.
• Manages inbound conversations, makes outbound calls, handles service requests, researches, and attempts to resolve issues, develops and implements strategies discussed to assist the customer with achieving their retirement goals.
  
  

What You Will Bring

• Bachelor's degree or an equivalent combination of education and professional work experience
• Demonstrated success in performance/goal-oriented roles, ideally in asset growth and retention.
• Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire.
• Motivated self-starter with the ability to learn new information quickly and independently.
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily.
  
  

What Will Set You Apart

• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• Sound written, verbal and presentation skills, identifies and solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures.
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
• Ability to quickly learn Empower's record keeping system, SalesForce software.
• Solid consulting skills.
  
  

This position can be done remotely.

***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.***

What We Offer You

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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.
  
  

Base Salary Range

$52,000.00 - $64,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

• Drug-free workplace
  
  

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

06-30-2025

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Workplace Flexibility: Remote - Nationwide

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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