Senior Financial Wellness & Retirement Planner

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

Benefits offered by this job

Medical, dental, vision and life

401(k) with matching

Tuition reimbursement

Paid time off + holidays

Volunteer time

BRGs

Job summary

Empower Retirement seeks a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. You will guide decision points, teach managed accounts, and deepen relationships through proactive engagements to support overall financial well‑being.

The role requires self-motivation, strong organization, and the ability to thrive in a fast-paced environment with inbound and outbound calls. License and FINRA requirements apply.

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 daily.
• 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 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

Bachelor's degree or equivalent

2+ years in financial services

Sales experience

IRA knowledge

Microsoft Office

Salesforce

FINRA 7 & 66

FINRA fingerprinting

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Empower Retirement seeks a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. You will guide decision points, teach managed accounts, and deepen relationships through proactive engagements to support overall financial well‑being.

The role requires self-motivation, strong organization, and the ability to thrive in a fast-paced environment with inbound and outbound calls. License and FINRA requirements apply.