Financial Consultant
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Job Description
Financial Consultant guiding customers in retirement account options and education for retirement savings goals. Part of Empower's Personal Wealth consultation team across the U.S.
Responsibilities:
- 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
Requirements:
- 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 & offer solutions
- Previous experience with inbound and/or phone-based consultation
- Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, 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.
Benefits:
- 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.
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