Senior Retirement & Financial Wellness Consultant

Empower; Oregon; Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) plan with company match up to 6

Tuition reimbursement up to $5,250/yr

Casual dress environment (jeans option

Paid time off and holidays

Volunteer time 16 hours/yr

Leave programs incl. parental leave, F

Job summary

Empower in the United States (Oregon) seeks a Senior Workplace Planning Consultant to deliver retirement guidance within employer‑sponsored plans, guiding participants through key decision points for long‑term financial well‑beings.

The role involves proactive engagements, outbound calls, and collaboration with teams; a strong planning acumen and self‑start mentality are essential for success in a fast‑paced environment.

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 and file manipulation on a PC.
• Ability to quickly learn Empower's record keeping system, Salesforce.
• Investment Adviser Representative (IAR) registration required through Series 65 or another qualifying exam or designation.
• FINRA fingerprinting upon hire.

Responsibilities

• Cultivate relationships with customers by delivering personalized service and respond to plan questions.
• Relay accurate information and provide clear communication of policies and procedures.
• Retain assets through education and guidance of plan options.
• Educate customers on distribution decisions and tax implications of retirement investments.
• Deliver optimal solutions to customers in every interaction.
• Engage with peers to problem solve and deliver results.
• Use innovative tools to find best retirement-planning options.
• Meet monthly and annual sales and service goals.

Skills

Sales experience

Consulting skills

Communication skills

Self-starter

Organizational skills

Fast-paced

Education

Bachelor's degree or equivalent

Tools

Windows

Microsoft Office

Salesforce

Job description

Empower in the United States (Oregon) seeks a Senior Workplace Planning Consultant to deliver retirement guidance within employer‑sponsored plans, guiding participants through key decision points for long‑term financial well‑beings.

The role involves proactive engagements, outbound calls, and collaboration with teams; a strong planning acumen and self‑start mentality are essential for success in a fast‑paced environment.