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Retirement Plan Counselor

1 month ago

Seattle, Washington, United States Empower Full time
Join Our Team as a Retirement Plan Counselor

We are seeking a highly skilled and experienced Retirement Plan Counselor to join our team at Empower. As a key member of our organization, you will play a vital role in helping individuals build a healthy retirement and plan their financial future.

About the Role

This is a unique opportunity to work with a growing organization that values diversity and inclusion. As a Retirement Plan Counselor, you will be responsible for developing strategic relationships with site contacts, meeting with participants virtually and in person, and working closely with internal business partners to deliver increased client value.

Key Responsibilities
  • Develop strategic relationships with site contacts within assigned territory
  • Meet with participants virtually and conduct webinars on topics such as features and benefits of employer-sponsored Defined Contribution (DC) retirement plans and retirement readiness
  • Work closely with internal business partners to deliver increased client value
  • Act as the voice of the customer by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area
Requirements
  • Minimum 3-5 years of financial services/retirement experience
  • Satisfy service level agreements for the plan as well as achieve business results
  • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade-off for all securities
  • FINRA Series 6 & 63 licenses required
What We Offer

We offer a comprehensive benefits package, including medical, dental, vision, and life insurance, as well as a 401(k) plan with generous company matching contributions. We also offer tuition reimbursement, paid time off, and a business-casual environment that includes the option to wear jeans.

Our company is committed to diversity and inclusion, and we believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. We are an equal opportunity employer and welcome applications from all qualified candidates.