Retirement Plan Counselor - Memphis

Empower; Memphis (TN); Remote; USD 58,000 - 83,000; Full time

Job summary

Join a forward-thinking company as a Retirement Plan Counselor in Memphis, where you will help individuals secure their financial futures. This role emphasizes building strategic relationships and delivering impactful presentations on retirement planning. With a strong focus on work-life balance and internal mobility, you'll thrive in a supportive environment that values purpose and well-being. Enjoy flexible work arrangements and a comprehensive benefits package, including generous paid time off and tuition reimbursement. If you're passionate about helping others achieve financial freedom, this opportunity is perfect for you.

Benefits

Medical, Dental, and Vision Insurance

401(k) with Company Matching

Tuition Reimbursement

Generous Paid Time Off

Paid Volunteer Time

Business Resource Groups

Qualifications

• 3-5 years of experience in financial services or retirement planning.
• Knowledge of mutual funds and retirement planning concepts.

Responsibilities

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

Skills

Financial Services Experience

Strategic Thinking

Presentation Skills

Consultative Needs-Based Approach

Independent Work

Education

FINRA Series 6 License

FINRA Series 63 License

Bachelor's Degree in Finance or Related Field

Job description

Retirement Plan Counselor - Memphis

Retirement Plan Counselor - Memphis

Apply remote type Remote - Must reside within territory locations TN Memphis - Remote time type Full time posted on Posted 2 Days Ago time left to apply End Date: February 15, 2025 (15 days left to apply) job requisition id R.0050396

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 using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings.

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.