Remote Retirement Planner: Grow Assets & Guide Clients

Empower; United States; Remote; USD 60,000 - 78,000; Full time

Benefits offered by this job

Medical, dental, vision, and life

401(k) with company match

Tuition reimbursement

Business-casual environment

Generous PTO

Paid volunteer time

Parental leave and disability benefits

BRGs for inclusion

Job summary

Empower helps people take control of their financial future by offering advisory services and retirement planning. This role focuses on educating participants, expanding assets under management, and delivering compliant guidance to both Advisory and Empower Retail clients.

You will work within a supportive team, handle inbound/outbound calls, and align with company goals to drive client outcomes and retention. A strong financial background and licensing are essential for success.

Qualifications

• 2 years’ financial industry experience.
• FINRA 7, 63 and 65 (or 66) registrations required.
• FINRA fingerprinting required.
• Goals and results oriented with accountability to grow assets under management.

Responsibilities

• Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants.
• Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions.
• Adhere to compliance/risk procedures and focus on the participant’s best interest.
• Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls.
• Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.
• Enroll participants in the managed account offering in the Empower Retail account.

Skills

Financial industry exp

FINRA registrations

FINRA fingerprinting

AUM growth focus

Education

Bachelor's Degree or equivalent

CRPC designation preferred

Job description

Empower helps people take control of their financial future by offering advisory services and retirement planning. This role focuses on educating participants, expanding assets under management, and delivering compliant guidance to both Advisory and Empower Retail clients.

You will work within a supportive team, handle inbound/outbound calls, and align with company goals to drive client outcomes and retention. A strong financial background and licensing are essential for success.