Retirement Planner

NationwideRemotemid

OtherPlanner

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Quick Summary

Key Responsibilities

Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants. Identify,

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OtherPlanner

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.

A successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in our Advisory Services and often referring them to other teams in the company.

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.

Responsibilities

~1 min read

→Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants.
→Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions.  Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
→Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest.
→Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls.
→Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.
→Enroll participants in the managed account offering in the Empower Retail account.

→2 years’ financial industry experience
→FINRA 7, 63 and 65 (or 66) registrations required
→FINRA fingerprinting required
→Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts

Bachelor’s Degree and/or equivalent work experience
Fully licensed candidates are preferred
Chartered Retirement Planning Counselor (CRPC) Designation preferred
Bring a positive attitude, ability to converse with clients and be open to coaching and feedback

***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.***
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What We Offer

~3 min read

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

✓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.