Remote Retirement Planning Consultant

Energy Jobline ZR; Lawrenceville (GA); Remote; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Tuition reimbursement

Paid time off

Company holidays

Volunteer time off

BRGs

Job summary

Empower Personal Wealth is seeking a Workplace Planning Consultant to guide customers through retirement options like 401(k) and IRAs, helping them achieve financial goals. The role emphasizes building lasting relationships and providing expert guidance during key life moments.

New consultants can advance to Senior Workplace Planning Consultant, with a base salary plus bonus. The position offers remote work and eligibility for a sign-on bonus for licensed candidates.

Qualifications

• Bachelor's degree or an equivalent combination of education and professional work experience
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
• Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation within corporate-established timelines and complete FINRA fingerprinting upon hire
• Motivated, self-starter with the ability to learn new information quickly and independently
• Demonstrated relationship management and customer service skills
• Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions

Responsibilities

• Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
• Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals
• Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
• Focus on deepening customer’s relationship with Empower

Skills

Bachelor's degree

1+ year experience

IAR registration (Series 65)

Customer service

Relationship management

Problem solving

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Empower Personal Wealth is seeking a Workplace Planning Consultant to guide customers through retirement options like 401(k) and IRAs, helping them achieve financial goals. The role emphasizes building lasting relationships and providing expert guidance during key life moments.

New consultants can advance to Senior Workplace Planning Consultant, with a base salary plus bonus. The position offers remote work and eligibility for a sign-on bonus for licensed candidates.