Retirement Plan Counselor- Southern California

Empower; United States; Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Tuition reimbursement

Casual dress

Generous PTO

Volunteer time off

BRGs

Job summary

Empower in Pasadena, CA is seeking a Retirement Plan Counselor to educate and enroll participants in 401(k)/403(b)/457 plans, delivering on-site and virtual sessions across districts. The role leverages Empower’s tools to drive retirement readiness and supports the Relationship Management team in stakeholder engagement.

This hybrid position requires 2–4 years in financial services, FINRA registrations, and strong presentation and relationship skills.

Qualifications

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

Responsibilities

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner.
• Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans.
• Achieve business results and facilitate impactful conversations while meeting service level agreements.
• Consistently 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 successful participant outcomes.
• Manage meeting schedule, including travel booking.
• Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives.
• Attend client meetings with other service team members.
• May be asked to participate in finals presentations for new prospects

Skills

Presentation skills

Relationship building

Territory management

Financial services experience

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

Teams

Job description

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 is responsible for delivering 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 all plan sizes. The Counselor leverages Empower’s industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Retirement Plan Counselor will work with public employees in Pasadena and northern Orange County. Additional overnight travel several times per month to Northern California and Washington required (approximately 25%). The position is hybrid. This is NOT a 100% work from home opportunity.

What you will do

• - Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner
• - Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
• - Achieve business results and facilitate impactful conversations while meeting service level agreements
• - Consistently 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 successful participant outcomes
• - Manage meeting schedule, including travel booking
• - Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
• - Attend client meetings with other service team members
• - May be asked to participate in finals presentations for new prospects based on the demands of the territory

What you will bring

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

What will set you apart

• - Working knowledge of Salesforce preferred
• - Ability to calculate figures such as interest, proportions, percentages, and fractions required
• - Strategic thinker who can work independently
• - Practical experience providing high-level, consultative client interactions preferred
• - Basic knowledge of defined contribution plans preferred

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• - 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) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

Base Salary Range $65,600.00 - $92,675.00

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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***