Retirement Planning Consultant | Growth & Impact

Empower Careers; Broomfield (CO); On-site; USD 69,000 - 97,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company matching up to 6%

Tuition reimbursement

Paid time off + holidays

Volunteer time

Job summary

Empower Careers is seeking a Senior Workplace Planning Consultant in Colorado to deliver comprehensive retirement and financial wellness guidance within employer‑sponsored plans. You will educate participants on plan options, guide them through decision points, and deepen relationships through proactive engagements that support long‑term financial well‑being.

The role requires a strong planning acumen, successful sales history, and the ability to manage multiple priorities in a fast‑paced

Qualifications

• Bachelor's degree or an equivalent combination of education and professional work experience.
• 2+ years of experience in financial services, retirement planning, or advisory environments.
• Demonstrated success in sales.
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis.
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
• Ability to quickly learn Empower's record keeping system, Salesforce software.
• FINRA 7 & 66 (or 63 & 65) registrations required
• FINRA fingerprinting upon hire

Responsibilities

• Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy‑related questions by exhibiting listening, patience, empathy, authenticity, proactivity and perseverance
• Relay accurate information and provide clear and concise communication of policies and procedures
• Retain assets through education and guidance of available plan specific and general distribution options
• Engage in a dialogue to educate customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments
• Deliver optimal solutions to customers in every interaction
• Engage with peers in the organization to problem solve and deliver results
• Use innovative tools and services to find the best options and strategies to help customers with their retirement‑planning needs
• Meet monthly and annual sales and service goals

Skills

Sales experience

Financial services knowledge

Retirement planning

Microsoft Office

Salesforce

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Empower Careers is seeking a Senior Workplace Planning Consultant in Colorado to deliver comprehensive retirement and financial wellness guidance within employer‑sponsored plans. You will educate participants on plan options, guide them through decision points, and deepen relationships through proactive engagements that support long‑term financial well‑being.

The role requires a strong planning acumen, successful sales history, and the ability to manage multiple priorities in a fast‑paced