Retirement Plan Specialist

1 week ago

Juneau, Alaska, United States Empower Full time
Empower Your Career with a Growing Organization

We're seeking a skilled Retirement Plan Counselor to join our team at Empower. As a key member of our organization, you'll play a vital role in helping individuals achieve their long-term financial goals and providing personalized wealth management strategies.

About the Role

  • Develop strategic relationships with site contacts within your assigned territory to drive business results and lead impactful conversations.
  • Meet with participants virtually and conduct webinars to educate them on the features and benefits of our employer-sponsored Defined Contribution (DC) retirement plans and retirement readiness.
  • Work closely with internal business partners to deliver increased client value and act as the voice of the customer by relaying important client feedback to the appropriate Retirement Services area.

What We're Looking For

  • A minimum of 3-5 years of experience in financial services or retirement planning.
  • The ability to satisfy service level agreements for the plan and achieve business results.
  • A comprehensive knowledge of mutual funds, separate accounts, and retirement planning concepts.
  • FINRA Series 6 & 63 licenses are required.

What Sets You Apart

  • Strong presentation skills and the ability to work independently with a results-oriented approach.
  • Experience with a consultative needs-based approach to helping individuals plan for retirement.
  • A well-versed understanding of Deferred Compensation and Defined Contribution Plans.

What We Offer

  • A comprehensive benefits package, including medical, dental, vision, and life insurance.
  • A 401(k) plan with generous company matching contributions and a broad investment lineup.
  • Tuition reimbursement up to $5,250/year and a business-casual environment.
  • Paid time off, including 10 paid company holidays and 3 floating holidays per calendar year.
  • Paid volunteer time and leave of absence programs, including paid parental leave and FMLA.

Base Salary Range

$63,125.00 - $89,125.00

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.

Empower is 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, 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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