Retirement Plan Counselor- Charlotte

Empower Retirement, LLC; North Carolina; Hybrid; USD 58,000 - 83,000; Full time

Job summary

An established industry player is seeking a Retirement Plan Counselor to enhance retirement security for individuals through workplace savings plans. This role involves educating clients on plan benefits and leading impactful presentations to improve retirement outcomes. With a flexible work environment and a focus on work-life balance, this position offers the chance to grow your career while making a significant impact on clients' financial futures. Join a company that values purpose and community involvement, and help others achieve their financial freedom.

Benefits

Medical, dental, vision, and life insurance

401(k) plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Leave of absence programs

Business Resource Groups (BRGs)

Qualifications

• 3-5 years of experience in financial services or retirement.
• Knowledge of mutual funds and risk/reward trade-offs.

Responsibilities

• Develop strategic relationships with site contacts.
• Conduct webinars and in-person meetings on retirement plans.

Skills

Financial Services Experience

Retirement Planning Concepts

Presentation Skills

Consultative Needs-Based Approach

Education

FINRA Series 6 License

FINRA Series 63 License

Job description

Retirement Plan Counselor- Charlotte

Retirement Plan Counselor- Charlotte

Apply remote type Remote - Must reside within territory locations NC Charlotte - Remote time type Full time posted on Posted 3 Days Ago time left to apply End Date: April 5, 2025 (6 days left to apply) job requisition id R.0050971

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.

The Retirement Plan Counselor helps individuals build retirement security through their workplace retirement savings plans(s) with Empower. This role will provide education on plan benefits and general retirement concepts. The Retirement Plan Counselor will lead impactful conversations and deliver meaningful group presentations/webinars to drive improved retirement outcomes while achieving business and plan-level objectives.

This Counselor will work with state and local government organizations in the greater Charlotte, NC area to increase participation in the NC 401(k) and NC 457 plans. The Counselor must be based in the Charlotte, NC area and be able to travel within the territory as necessary.

What you will do

• Develop strategic relationships with site contacts within their assigned territory
• Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness
• Work closely with internal business partners delivering increased client value
• Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team)

What you will bring

• Minimum 3 - 5 years financial services/retirement experience
• Satisfy service level agreements for the plan as well as achieve business results
• Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities
• FINRA Series 6 & 63 licenses required

What will set you apart

• Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts
• Strong presentation skills
• Have experience with a consultative needs-based approach helping people plan for retirement
• Ability to work independently; results-oriented

What we offer you

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$58,500.00 - $82,650.00

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.