Workplace Planning Consultant

Empower•Tampa, FL

1d•$52,000 - $64,000•Remote

About The Position

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. The Workplace Planning Consultant serves as the frontline of participant engagement, delivering personalized education and advice to help individuals within employer-sponsored plans navigate their retirement plan options and make informed decisions. This role is designed for professionals building their consultative expertise in financial wellness and retirement services, with clear pathways for growth and development.

Requirements

Bachelor’s degree or equivalent experience preferred.
FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines.
FINRA fingerprinting required.
1+ years of experience in financial services, customer service, or call center environments.
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.
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.

Nice To Haves

Strong communication and listening skills; empathetic and participant-first mindset.
Comfort with learning new technology platforms and tools.
Ability to thrive in a performance-oriented, high-volume environment.
Experience delivering financial education or advice over the phone.
Knowledge of qualified plan types (401(k), 403(b), 457) and IRA rollover processes.
Exposure to CRM platforms (e.g., Salesforce) and Empower recordkeeping tools.

Responsibilities

Deliver one-on-one conversations with plan participants focused on retirement readiness, financial wellness, managed accounts and plan features.
Provide point-in-time advice on topics such as contribution strategies, investment allocations including Managed Account solutions, rollovers, and distribution options.
Leverage Empower tools and resources (e.g., Best Interest Profile, participant portal) to guide decision-making.
Manage inbound and outbound interactions, including phone calls, emails, and warm handoffs from internal partners.
Act as a trusted point of contact through basic transactions such as rollovers and transfers.
Identify participant needs and make introductions to Wealth Solutions teams, managed accounts, or other specialists as appropriate.
Maintain detailed notes, follow-up actions, and participant outcomes in CRM tools.
Demonstrate a commitment to meeting performance goals tied to asset retention, education impact, and participant satisfaction.

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.
Base Salary Range $52,000.00 - $64,000.00
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.