Senior Retirement & Financial Wellness Consultant

Empower; 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

Paid time off & holidays

Volunteer time off

Job summary

Empower is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans. The role emphasizes personalized service, proactive engagement, and guidance through managed accounts to help clients reach long-term goals.

The candidate should have 2+ years in financial services, strong sales history, and knowledge of IRAs and retirement products. A fast-paced, self-motivated work style and excellent communication are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• 2+ years in financial services, retirement planning, or advisory environments.
• Demonstrated success in sales.
• Good understanding of IRAs and retirement products/services.
• Ability to manage multiple priorities and handle stressful situations.
• Proficient with Windows and MS Office; Salesforce familiarity.
• IAR registration with Series 65 or equivalent exam/designation.
• FINRA fingerprinting upon hire.

Responsibilities

• Cultivate relationships with customers by delivering personalized service and responding to plan questions.
• Relay accurate information and clearly communicate policies and procedures.
• Retain assets through education and guidance of plan options and distributions.
• Educate customers on distribution decisions and tax implications of retirement accounts.
• Deliver optimal solutions in every interaction.
• Collaborate with peers to problem solve and drive results.
• Utilize tools to find the best retirement-planning options for customers.
• Meet monthly and annual sales and service goals.

Skills

Sales experience

Financial services knowledge

Customer relationships

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Office/Windows

Job description

Empower is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans. The role emphasizes personalized service, proactive engagement, and guidance through managed accounts to help clients reach long-term goals.

The candidate should have 2+ years in financial services, strong sales history, and knowledge of IRAs and retirement products. A fast-paced, self-motivated work style and excellent communication are essential.