Tech Stack
Job Description, Responsibilities & Requirements
About the Position
Job ID R.0057809
Primary location
Portland, Oregon
Date posted 07/08/2026
Worker type Regular
Workplace flexibility Remote - Must reside within territory
About the Company
At Empower, 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.
Responsibilities
As a Retirement Plan Counselor, you will be responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. Your role will involve:
- Developing and facilitating communication and education strategies by conducting one-on-one virtual and on-site group meetings using various technologies in a professional manner
- Driving participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
- Achieving business results and facilitating impactful conversations while meeting service level agreements
- Consistently completing reporting requirements within required timeframes including logging meetings, attendees, and outcomes in appropriate systems
- Building strong relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to maximize successful participant outcomes
- Managing meeting schedules, including travel booking
- Providing feedback to local relationship managers about the effectiveness of communication materials/strategies and assisting in identifying alternatives
- Attending client meetings with other service team members
- Participating in final presentations for new prospects based on the demands of the territory
Requirements
- Bachelor's degree and/or equivalent experience considered in lieu of a degree
- 2 – 4 years relevant financial services experience
- Strong presentation skills required
- Proficiency in MS Word, Excel, PowerPoint, and Teams required
- Strong relationship-building and territory management skills
- FINRA Series 6 and Series 63 registrations within established timelines required
- Availability to travel with overnight stays
- FINRA fingerprinting required
- Fluent in Spanish
Nice to Have
- Working knowledge of Salesforce preferred
- Ability to calculate figures such as interest, proportions, percentages, and fractions required
- Strategic thinker who can work independently
- Practical experience providing high-level, consultative client interactions preferred
- Basic knowledge of defined contribution plans preferred
We Offer
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.
Base Salary Range
$59,700.00 - $84,300.00
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
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.
Remote and Hybrid Position Requirements
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.
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.