Workplace Planning Consultant

About the Position

Workplace Planning Consultant

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Before You Apply

Check each circle to confirm you meet the position’s requirements.

• I am a strong relationship builder and effective communicator with a team-oriented mindset.
• I hold or can obtain SIE, FINRA Series 7, 63 & 65 (or 66) licenses, and complete fingerprinting upon hire.
• I am skilled in consulting on IRAs, retirement investment products, and qualified retirement plans (preferred).

Overview

The individual is responsible for effectively communicating clients’ portfolio strategies and providing guidance on a variety of financial planning topics. Knowledge of current investment products and industry services is highly desirable. Exceptional listening, verbal, and written communication skills. Proven track record in relationship management and customer satisfaction.

• Schedule: Full time
• Level: Entry to management
• Workplace flexibility

Success Profile

Check out the traits we’re looking for and see if you have the right mix.

• Communicator
• Independent
• Results-driven
• Tech savvy
• Growth mindset
• Customer-centric

Our Culture

• Empowering financial freedom for all starts by giving our people freedom to lead the way.
• Our flat structure keeps our leaders as close as possible to our customers and to our people.
• Career advancement can take many forms. We look forward to helping you develop your career the way you want.
• We know that work-life balance means something different to each person, and we’ll work to understand what your life and your career need.

Responsibilities

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Workplace Planning Consultants provide guidance on available account options for our customers’ retirement savings goals, such as 401K and IRA products.

What you will do:

• Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
• Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals
• Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
• Focus on deepening customer’s relationship with Empower

What you will bring:

• Bachelor's degree or an equivalent combination of education and professional work experience
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
• Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
• Motivated, self-starter with the ability to learn new information quickly and independently
• Demonstrated relationship management and customer service skills
• Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions

What will set you apart:

• Previous experience with inbound and/or phone-based consultation
• Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, etc.)
• Ability to quickly learn new systems and prior experience with SalesForce a plus
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• A growth mindset to meet company and team goals

This position can be done remotely.

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.

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

$55,300.00 - $76,075.00

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 • 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.

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.

Job Posting End Date at 12:01 am on:

08-01-2026

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Benefits

Our associates are important to us at Empower, so that is why we offer a wide array of benefits for eligible associates to help them succeed personally and professionally.

• Medical, dental, and vision: Comprehensive coverage including FSA and HSA options that begin on your date of hire.
• Health and wellness programs: Free or low-cost wellness tools and programs to help you stay healthy.
• 401(k) and financial planning: Work toward financial freedom with a plan that includes employer match and free financial planning.
• Family support: Generous maternity and paternity leave, adoption assistance, and more.
• Workplace flexibility: Remote and hybrid options available.
• Inclusivity and community impact: Affinity groups, paid volunteer time off, and generous company match of charitable donations.

Download full benefits

If you like being in charge of your own future, and providing the best service, products, and advice to clients, Empower could be your long-term career destination.

Who We Are

Like our name says, we empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.

Our Hiring Process is Simple

As soon as you hit apply, we get to work. Here’s what to expect, how to prepare, and when we’ll be in touch.

The Currency

Want to stay in the know with the latest money news? The Currency covers financial views shaping how we live, work, and play.