Retirement Plan Counselor - Bay Area

Empower Retirement; San Francisco (CA); Hybrid; USD 65,600 - 92,675; Full time

Benefits offered by this job

Medical insurance

401(k) matching

Tuition reimbursement

Casual dress code

Paid time off

Volunteer time

Job summary

Empower Retirement is hiring a Retirement Plan Counselor to educate and enroll participants in defined contribution plans across on-site and virtual formats in the Bay Area. You will use Empower's tools to drive participation, build relationships with plan sponsors, and support relationship managers in delivering outcomes.

Applicants must be fluent in Spanish, reside in the Bay Area, and have FINRA Series 6/63 and a Bachelor's degree with 2–4 years of financial services experience.

Qualifications

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

Responsibilities

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings using various technologies in a professional manner.
• Drive participants to take measurable actions to improve retirement outcomes, including plan enrollment, deferral increases, and rollovers from previous plans.
• Achieve business results and facilitate impactful conversations while meeting service level agreements.
• Complete reporting requirements within required timeframes, including logging meetings, attendees, and outcomes in appropriate systems.
• Build strong relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to maximize participant outcomes.
• Manage meeting schedule, including travel booking.
• Provide feedback to local relationship managers about the effectiveness of communication materials and strategies and assist in identifying alternatives.
• Attend client meetings with other service team members.
• May participate in finals presentations for new prospects based on territory demands.

Skills

Strong presentation skills

Strong relationship building

Territory management skills

Strategic thinker

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

MS Word

MS Excel

PowerPoint

Teams

Job description

Overview

Our vision for the future is based on transforming financial lives by empowering our people to transform their own lives. We offer a flexible work environment, fluid career paths, and internal mobility. We are committed to purpose, well-being, work-life balance, inclusion, and volunteering in the communities where we live and work.

Chart your own path and grow your career while helping customers achieve financial freedom. Empower Yourself.

The Retirement Plan Counselor delivers on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across plan sizes. The Counselor uses Empower\'s technology and tools to drive positive results and assists the Relationship Management team in establishing and maintaining relationships with key stakeholders within the territory assigned.

Must be fluent in Spanish and reside in the Bay Area

Responsibilities

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings using various technologies in a professional manner
• Drive participants to take measurable actions to improve retirement outcomes, including plan enrollment, deferral increases, and rollovers from previous plans
• Achieve business results and facilitate impactful conversations while meeting service level agreements
• Complete reporting requirements within required timeframes, including logging meetings, attendees, and outcomes in appropriate systems
• Build strong relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to maximize participant outcomes
• Manage meeting schedule, including travel booking
• Provide feedback to local relationship managers about the effectiveness of communication materials and strategies and assist in identifying alternatives
• Attend client meetings with other service team members
• May participate in finals presentations for new prospects based on territory demands

Qualifications

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

What will set you apart

• Working knowledge of Salesforce preferred
• Ability to calculate figures such as interest, proportions, percentages, and fractions
• Strategic thinker who can work independently
• Consultative client interactions experience
• Basic knowledge of defined contribution plans

Applicants must be authorized to work 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 diverse and inclusive benefits. We believe providing employees with means to lead healthy, balanced lives results in the best possible work performance.

• Medical, dental, vision, and life insurance
• 401(k) with company matching up to 6%, financial advisory services, potential discretionary contributions, and broad investment options
• Tution reimbursement up to $5,250/year
• Business-casual environment with option to wear jeans
• Paid time off on hire, 10 paid company holidays, and 3 floating holidays per year
• Paid volunteer time - 16 hours per calendar year
• Leave programs including paid parental leave, disability, and FMLA
• Business Resource Groups to foster inclusion and collaboration

Base Salary Range

$65,600.00 - $92,675.00

The salary range shows typical base salary for this position. Non-sales roles may participate in a bonus program; sales roles may be eligible for incentives. Final compensation varies by location, experience, and other factors.

Equal Opportunity

We are an equal opportunity employer committed to diversity. All individuals are encouraged to apply and will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, disability, military or veteran status, or other protected status under applicable law.

Remote/hybrid work may require reliable high-speed internet and a suitable workspace. Some roles may require in-office work if remote arrangements are not feasible.

Job Posting End Date: 07-17-2026