Senior Retirement Planning Advisor

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

Benefits offered by this job

Medical coverage

401(k) plan

Tuition reimbursement

Casual dress code

Paid time off

Volunteer time off

Leave programs

BRGs

Job summary

Empower Careers in Aurora, CO, is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer plans, guiding participants through key decisions that impact long‑term security. The role requires 2+ years in financial services, a bachelor’s degree, FINRA licenses, and strong relationship skills.

You’ll handle inbound/outbound calls, use Salesforce, and strive to meet sales and service goals.

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years in financial services or advisory.
• Experience in sales and client engagement.
• Solid knowledge of IRAs and retirement products.

Responsibilities

• Provide retirement and financial wellness education to participants.
• Guide clients through account options and plan distributions.
• Meet monthly and annual sales and service goals.
• Use tools to tailor solutions and deepen relationships.
• Respond to plan and policy questions with clarity.

Skills

Sales experience

IRA knowledge

Multi-priority

Windows

Salesforce

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Record keeping system

Job description

Empower Careers in Aurora, CO, is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer plans, guiding participants through key decisions that impact long‑term security. The role requires 2+ years in financial services, a bachelor’s degree, FINRA licenses, and strong relationship skills.

You’ll handle inbound/outbound calls, use Salesforce, and strive to meet sales and service goals.