Retirement Planner

Empower • Greenwood Village, CO

4d • $60,000 - $78,000

About The Position

The Retirement Planner quickly and effectively discusses clients’ retirement readiness, answers questions, addresses concerns, and works to enroll and retain participants in Empower’s Advisory Services. The role supports managed-account campaigns through inbound and outbound calls, helps participants understand the offering, and identifies opportunities to bring additional client assets under management. The planner may refer clients to other company teams and acts in a dually registered capacity when speaking with Advisory and Empower Retail clients.

This position follows a Monday–Friday schedule determined by business need: 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. The role requires IAR registration through the Series 65 or another qualifying examination or professional designation, as well as FINRA fingerprinting.

Requirements

• Two years of financial industry experience.
• Investment Adviser Representative (IAR) registration through the Series 65 or another qualifying examination or professional designation.
• FINRA fingerprinting.
• Goal- and results-oriented, with a high level of accountability for producing positive results related to retention, assets under management, and managed-account participant growth.
• Authorized to work for any employer in the United States; sponsorship or transfer of an employment visa is not available.

Nice To Haves

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

Responsibilities

• Support managed-account campaigns through inbound and outbound calls, 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 acting in participants’ best interests.
• Document client conversations relevant to business and relationship development for use in 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.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, potential company discretionary contribution, financial advisory services, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, ten paid company holidays, and three floating holidays per 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.
• Bonus program eligibility for non-sales positions; sales positions may be eligible for sales incentives and, in some instances, a bonus plan.

What This Job Offers

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