Retirement Strategy Consultant

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Matching

Tuition Reimbursement

Paid Time Off

Volunteer Time

Job summary

Empower is seeking a Retirement Strategy Consultant to provide personalized retirement, investment, and financial wellness guidance to workplace participants. You will guide participants through managed accounts and help drive positive outcomes while delivering a world-class participant experience.

This role supports a Monday–Friday schedule aligned to ET/CT/MT/PT times, is remote-friendly, and requires FINRA licenses along with a bachelor's degree.

Qualifications

• 2+ years of experience in financial services, retirement planning, or advisory environments.
• FINRA Series 7 and 66 required within corporate-established timelines.
• FINRA fingerprinting required.
• Openness to coaching and feedback.
• Self-motivated with collaborative remote work ability.
• Excellent communication and planning skills for customer-focused solutions.
• High-performance, results-oriented with accountability for assets under management.

Responsibilities

• Engage participants through consultative advice and financial wellness conversations to understand needs and goals.
• Provide retirement planning across managed accounts, savings strategies, and retirement income objectives.
• Manage high-volume inbound queues, scheduled appointments, and outbound outreach while meeting SLAs.
• Identify opportunities to deepen relationships, retain assets, and connect participants with partner teams.
• Meet monthly performance expectations and contribute to positive outcomes.

Skills

Financial services experience

Retirement planning

Advisory environment

Customer service

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Salesforce

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 Strategy Consultant provides Empower workplace participants with personalized retirement, investment, and financial wellness guidance to support long-term financial success. Consultants guide participants through managed account solutions, identify referral opportunities to partner teams, and help drive positive outcomes for both participants and the business while delivering a world-class participant experience.

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.
• Pacific Time (PT): 9:30 a.m. - 6:00 p.m.

What you will do:

• Engage participants through consultative advice and financial wellness conversations to understand needs, explore goals, and deliver actionable retirement guidance
• Provide retirement planning support across managed accounts, savings strategies, investment allocations, and retirement income objectives
• Manage high-volume inbound queues, scheduled appointments, and outbound campaign outreach while meeting service level and customer experience expectations
• Identify, execute, document, and follow up on opportunities to deepen relationships, retain assets, increase assets under management, and connect participants with appropriate partner teams
• Meet monthly performance expectations and contribute to positive participant and business outcomes through accountability, coaching, and ongoing development

What You Will Bring:

• 2+ years of experience in financial services, retirement planning, or advisory environments
• FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines
• FINRA fingerprinting required
• Openness to coaching and feedback
• Self-motivated, demonstrated work ethic, and the ability to collaborate effectively in a remote team environment
• Positive attitude, ability to build rapport with clients, and excellent communication and planning skills to understand needs and present customer-focused solutions
• High-performance, results-oriented mindset with a strong sense of accountability for driving participant retention, growth in assets under management, and positive business outcomes

What Will Set You Apart:

• Bachelor's degree or equivalent work experience
• Fully licensed candidates preferred
• Experience with managed account solutions and providing fiduciary advice
• Proven ability to meet performance targets in a metric-driven environment
• Previous experience in inbound and outbound phone roles
• Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation preferred
• Proficient in or ability to quickly learn Microsoft Office products, Salesforce, and other proprietary and recordkeeping systems

***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.

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 opportunit