Retirement Planning Consultant – Impact & Growth

Fiber Broadband; Golden (CO); On-site; USD 69,000 - 97,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan with match

Job summary

Empower is seeking a Senior Workplace Planning Consultant to provide comprehensive retirement and financial wellness guidance to participants in employer-sponsored plans. You will deliver personalized education, guide managed accounts, and deepen client relationships through proactive engagements that support overall financial well‑being.

The role requires strong planning acumen, the ability to handle inbound and outbound calls, and a results-driven mindset in a fast-paced environment.

Qualifications

• Bachelor's degree or 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 daily.
• Good working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, 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

IRA knowledge

Multitasking

Salesforce

Windows

Microsoft Office

Education

Bachelor's degree

Tools

Salesforce

Windows

Microsoft Office

Job description

Empower is seeking a Senior Workplace Planning Consultant to provide comprehensive retirement and financial wellness guidance to participants in employer-sponsored plans. You will deliver personalized education, guide managed accounts, and deepen client relationships through proactive engagements that support overall financial well‑being.

The role requires strong planning acumen, the ability to handle inbound and outbound calls, and a results-driven mindset in a fast-paced environment.