Retirement Plan Counselor

Empower Retirement • Nashville, TN

414d • $81,000 - $81,000 • Remote

About The Position

The Retirement Plan Counselor at Empower Retirement is responsible for developing strategic relationships with site contacts and providing guidance to participants regarding employer-sponsored Defined Contribution retirement plans. This role involves conducting webinars and in-person meetings to educate clients on retirement readiness and plan features, while also acting as a liaison to relay client feedback to internal teams.

Requirements

• Minimum 3 - 5 years of financial services/retirement experience.
• Comprehensive knowledge of mutual funds/separate accounts and understanding of risk/reward trade-offs.
• FINRA Series 6 & 63 licenses required.

Nice To Haves

• Well versed in Deferred Compensation and Defined Contribution Plans.
• Strong presentation skills.
• Experience with a consultative needs-based approach to retirement planning.
• Ability to work independently and be results-oriented.

Responsibilities

• Develop strategic relationships with site contacts within assigned territory.
• Meet with participants virtually and conduct webinars on retirement plan features and benefits.
• Work closely with internal business partners to deliver increased client value.
• Act as the 'voice of the customer' by relaying important client feedback to appropriate Retirement Services areas.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions (up to 6%).
• Financial advisory services and potential company discretionary contributions.
• Tuition reimbursement up to $5,250/year.
• Business-casual environment with the option to wear jeans.
• Generous paid time off upon hire.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: No Education Listed