Retirement Planner

Empower; United States; Remote; USD 60,000 - 78,000; Full time

Benefits offered by this job

Medical, dental, vision, and life

401(k) with company match

Tuition reimbursement

Business-casual environment

Generous PTO

Paid volunteer time

Parental leave and disability benefits

BRGs for inclusion

Job summary

Empower helps people take control of their financial future by offering advisory services and retirement planning. This role focuses on educating participants, expanding assets under management, and delivering compliant guidance to both Advisory and Empower Retail clients.

You will work within a supportive team, handle inbound/outbound calls, and align with company goals to drive client outcomes and retention. A strong financial background and licensing are essential for success.

Qualifications

• 2 years’ financial industry experience.
• FINRA 7, 63 and 65 (or 66) registrations required.
• FINRA fingerprinting required.
• Goals and results oriented with accountability to grow assets under management.

Responsibilities

• Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants.
• Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions.
• Adhere to compliance/risk procedures and focus on the participant’s best interest.
• Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls.
• Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.
• Enroll participants in the managed account offering in the Empower Retail account.

Skills

Financial industry exp

FINRA registrations

FINRA fingerprinting

AUM growth focus

Education

Bachelor's Degree or equivalent

CRPC designation preferred

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.

A successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in our Advisory Services and often referring them to other teams in the company.

Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):

• Eastern Time (ET): 12:30 p.m. – 9:00 p.m.
• Central Time (CT): 11:30 a.m. – 8:00 p.m.
• Mountain Time (MT): 10:30 a.m. – 7:00 p.m.

What you will do:

• Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants.
• Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
• Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest.
• Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls.
• Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.
• Enroll participants in the managed account offering in the Empower Retail account.

What you will bring:

• 2 years’ financial industry experience
• FINRA 7, 63 and 65 (or 66) registrations required
• FINRA fingerprinting required
• Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts

What will set you apart:

• Bachelor’s Degree and/or equivalent work experience
• Fully licensed candidates are preferred
• Chartered Retirement Planning Counselor (CRPC) Designation preferred
• Bring a positive attitude, ability to converse with clients and be open to coaching and feedback

***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.*** #PJPW

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.

Base Salary Range

$60,000.00 - $78,000.00

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.***

Job Posting End Date at 12-01 am on:

10-30-2026