A remote role at Empower.
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Original listing text, shown exactly as published by the company.
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Conduct in-depth advice conversations to assess participants’ overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness
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Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance
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Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change
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Lead one-on-one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices
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Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up strategies
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Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals
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Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups)
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Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions
What you will bring
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7+ years of relevant financial services experience
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FINRA Series 6, 63 and 65 registrations required
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Strong interpersonal, communication, and presentation skills
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Strategic thinker with the ability to work independently and manage a personal book of business
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Deep understanding of defined contribution plans, financial planning principles, and investment management topics
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Ability to travel to client sites as necessary (up to 50%)
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FINRA Fingerprinting required upon hire
What will set you apart
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Proficiency with investment planning tools and financial wellness platforms
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Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams
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Familiarity with Salesforce or other CRM systems
***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.***
Empower
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Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
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