Senior Retirement & Financial Wellness Consultant

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

Benefits offered by this job

Medical, dental, vision, and life

401(k) with company match

Tuition reimbursement

Casual dress

Generous paid time off

Volunteer time off

BRGs open to all

Job summary

Empower Careers is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. The role emphasizes proactive engagement, education, and relationship building in a fast-paced environment.

The ideal candidate has 2+ years in financial services, strong sales experience, and FINRA registrations. Eligible for a $5,000 sign-on bonus for licensed candidates; on-site primary hours from 6:00 am to 7:00 pm MT.

Qualifications

• Bachelor's degree or equivalent work experience.
• Experience in financial services, retirement planning or advisory environments.
• Proven sales success and ability to manage multiple priorities.
• Knowledge of IRAs, retirement products, and qualified plans.
• Familiarity with Windows/Microsoft Office and Salesforce.
• FINRA 7 & 66 registrations required.

Responsibilities

• Deliver retirement and financial wellness education to plan participants.
• Handle inbound and outbound calls with strong follow-through.
• Build relationships through personalized engagement and guidance.
• Explain policies clearly and provide distribution options.
• Meet monthly and annual sales and service goals.
• Collaborate with peers to solve problems and deliver results.

Skills

Sales experience

Customer service

IRAs knowledge

Multitasking

Communication skills

Organization

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Empower Careers is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. The role emphasizes proactive engagement, education, and relationship building in a fast-paced environment.

The ideal candidate has 2+ years in financial services, strong sales experience, and FINRA registrations. Eligible for a $5,000 sign-on bonus for licensed candidates; on-site primary hours from 6:00 am to 7:00 pm MT.