Senior Workplace Planning Consultant

Empower; United States; Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision, and life保险

401(k) match with company contribution

Tuition reimbursement

Paid time off and holidays

Volunteer time off

BRGs and inclusive culture

Casual dress

Job summary

Empower seeks a Senior Workplace Planning Consultant to provide retirement and financial wellness advice within employer-sponsored plans. You will guide participants through decision points, educate on managed accounts, and deepen relationships with proactive, personalized engagements that support long‑term financial wellbeing.

The successful candidate enjoys helping customers achieve retirement goals, is a self-starter with strong organizational skills, and thrives in a fast-paced setting.

Qualifications

• Bachelor's degree or equivalent 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
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Windows, Microsoft Office Suite, and Salesforce
• IAR registration via Series 65 or equivalent, FINRA fingerprinting on hire

Responsibilities

• Cultivate relationships with customers by delivering personalized service and respond to plan and policy questions
• Relay accurate information and 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 assets
• Deliver optimal solutions in every interaction
• Collaborate with peers to problem solve and deliver results
• Use tools to identify best retirement planning options for customers
• Meet monthly and annual sales and service goals

Skills

Financial services

Retirement planning

Sales experience

IRAs knowledge

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Windows OS

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

This role is eligible for a $5,000 sign on bonus for candidates who are already fully licensed! Sign-on bonus eligibility applies to candidates who apply on or before December 31st.

6:00 am to 7:00 pm MT are our operating hours, and shifts are assigned based on business need.

The Senior Workplace Planning Consultant delivers comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans, guiding them through key decision points that influence their long‑term financial success. In this role, associates demonstrate strong planning acumen, confidently guide participants through managed account solutions, and deepen relationships through proactive, personalized engagements that support overall financial well‑being.

The successful Consultant likes helping customers achieve their retirement goals, is a self‑starter with excellent organizational skills, and has a competitive personality. Must be upbeat, ambitious, and enjoy a fast‑paced environment. Responsibilities include both inbound and outbound calls and require excellent follow‑through with those they are assisting.

What You Will Do

• 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

What You Will Bring

• 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 on a daily basis
• 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
• Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation
• FINRA fingerprinting upon hire

What Will Set You Apart

• Strong consulting skills
• Motivated, self‑starter with the ability to learn new information quickly and independently
• Strong written, verbal and presentation skills

What We Offer You

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business‑casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$65,600.00 - $92,675.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

• Drug‑free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high‑speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***