Retirement Plan Education & Enrollment Advisor

Empower; Pasadena (CA); Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match up to 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Empower in Pasadena, CA is seeking a Retirement Plan Counselor to deliver on-site and virtual retirement education and enrollment for defined contribution plans. You will engage participants, drive enrollments, deferrals, and rollovers while supporting relationship management within the assigned territory.

The role is hybrid, requires 2–4 years in financial services, FINRA licenses, and strong presentation skills. Travel up to 25% to Northern California and Washington may be required.

Qualifications

• Bachelor's degree or equivalent experience.

Responsibilities

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings using various technologies.

Skills

Presentation skills

Relationship management

Sales support

MS Office (Word, Excel, PowerPoint)

Teams

Salesforce

FINRA Series 6 & 63

FINRA fingerprinting

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Office

Job description

Empower in Pasadena, CA is seeking a Retirement Plan Counselor to deliver on-site and virtual retirement education and enrollment for defined contribution plans. You will engage participants, drive enrollments, deferrals, and rollovers while supporting relationship management within the assigned territory.

The role is hybrid, requires 2–4 years in financial services, FINRA licenses, and strong presentation skills. Travel up to 25% to Northern California and Washington may be required.