Retirement Strategy Consultant

Empower • Greenwood Village, CO

22h • $60,000 - $78,000 • Hybrid

About The Position

The Retirement Strategy Consultant provides Empower workplace participants with personalized retirement, investment, and financial wellness guidance to support long-term financial success. Consultants guide participants through managed account solutions, identify referral opportunities to partner teams, and help drive positive outcomes for both participants and the business while delivering a world-class participant experience.
Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):
Eastern Time (ET): 12:30 p.m. – 9:00 p.m.
Central Time (CT): 11:30 a.m. – 8:00 p.m.
Mountain Time (MT): 10:30 a.m. – 7:00 p.m.
Pacific Time (PT): 9:30 a.m. – 6:00 p.m.

Requirements

• 2+ years of experience in financial services, retirement planning, or advisory environments
• FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines
• FINRA fingerprinting required
• Openness to coaching and feedback
• Self-motivated, demonstrated work ethic, and the ability to collaborate effectively in a remote team environment
• Positive attitude, ability to build rapport with clients, and excellent communication and planning skills to understand needs and present customer-focused solutions
• High-performance, results-oriented mindset with a strong sense of accountability for driving participant retention, growth in assets under management, and positive business outcomes
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

• Bachelor’s degree or equivalent work experience
• Fully licensed candidates preferred
• Experience with managed account solutions and providing fiduciary advice
• Proven ability to meet performance targets in a metric-driven environment
• Previous experience in inbound and outbound phone roles
• Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation preferred
• Proficient in or ability to quickly learn Microsoft Office products, Salesforce, and other proprietary and recordkeeping systems

Responsibilities

• Engage participants through consultative advice and financial wellness conversations to understand needs, explore goals, and deliver actionable retirement guidance
• Provide retirement planning support across managed accounts, savings strategies, investment allocations, and retirement income objectives
• Manage high-volume inbound queues, scheduled appointments, and outbound campaign outreach while meeting service level and customer experience expectations
• Identify, execute, document, and follow up on opportunities to deepen relationships, retain assets, increase assets under management, and connect participants with appropriate partner teams
• Meet monthly performance expectations and contribute to positive participant and business outcomes through accountability, coaching, and ongoing development

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree