Retirement Planner

Empower • Greenwood Village, CO

1d • $60,000 - $78,000

About The Position

The Retirement Planner delivers client conversations about retirement readiness, addressing participants’ questions, needs, and concerns. The role works to enroll and retain clients in Empower Advisory Services and may refer them to other company teams. The position supports managed account campaigns through inbound and outbound calls, educates participants, and helps enroll them in the managed account offering within Empower Retail. The planner identifies opportunities to contract additional client assets, documents relevant client conversations for follow-up, and adheres to compliance and risk procedures while acting in participants’ best interests.

The schedule is Monday through Friday, with the actual schedule determined by business need. The listed schedules are Eastern Time: 12:30 p.m.–9:00 p.m.; Central Time: 11:30 a.m.–8:00 p.m.; or Mountain Time: 10:30 a.m.–7:00 p.m. Applicants must be authorized to work for any U.S. employer; visa sponsorship, including CPT/OPT, is unavailable.

Empower describes a flexible work environment, fluid career paths, and internal mobility. For remote and hybrid positions, employees must provide reliable high-speed wired internet and a suitable home workspace; other necessary computer equipment will be provided. Employees may be required to work in the office if their home work environment or internet connection is inadequate.

Requirements

• At least 2 years of financial industry experience.
• FINRA Series 7, 63, and 65 (or 66) registrations required.
• FINRA fingerprinting required.
• Goals- and results-oriented, with a high level of accountability for producing positive results related to retention, assets under management, and managed-account participant growth.
• Must be authorized to work for any employer in the United States; the employer is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.
• For remote or hybrid work, provide reliable high-speed internet through a wired connection (fiber, cable, or DSL) and a home workspace with limited disruption.

Nice To Haves

• Bachelor’s degree and/or equivalent work experience.
• Fully licensed candidates are preferred.
• Chartered Retirement Planning Counselor (CRPC) designation preferred.
• Positive attitude, ability to converse with clients, and openness to coaching and feedback.

Responsibilities

• Support managed account campaigns through inbound and outbound calls, with the goal of educating participants.
• Identify, execute, and follow up on opportunities to contract additional client assets while providing retirement planning discussions.
• Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
• Follow compliance and risk procedures, paying close attention to policies and procedures and prioritizing participants’ best interests.
• Document information from client conversations relevant to business and relationship development for follow-up calls.
• Act in a dually registered capacity when speaking with Advisory clients and Empower Retail clients.
• Enroll participants in the managed account offering in the Empower Retail account.
• Address clients’ questions and needs regarding retirement readiness, and work to enroll and retain them in Advisory Services.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all employees.
• Non-sales positions may participate in a bonus program; sales positions are eligible for sales incentives and, in some cases, a bonus plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed