Retirement Consultant
Empower, Phoenix, AZ, United States
Workplace Planning Consultant
This role is eligible for a $5,000 licensing sign on bonus! Sign‑on bonus eligibility applies to candidates who apply from March 25 to April 30.
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 (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.
What you will bring
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.
What will set you apart
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.
What we offer you
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 $55,300.00 - $76,075.00
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.
This position can be done remotely.
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.
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.
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This role is eligible for a $5,000 licensing sign on bonus! Sign‑on bonus eligibility applies to candidates who apply from March 25 to April 30.
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 (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.
What you will bring
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.
What will set you apart
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.
What we offer you
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 $55,300.00 - $76,075.00
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.
This position can be done remotely.
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.
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.
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