Workplace Planning Consultant

Empower • Charlotte, NC

3d • $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. What you will do: 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.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level