Retirement Planner
Posted 30ds ago
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Job Description
Retirement Planner guiding clients on retirement readiness and financial advisory services. Supporting managed account campaigns and ensuring participant growth and satisfaction in a flexible work environment.
Responsibilities:
- Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants.
- Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions.
- Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest.
- Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls.
- Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.
- Enroll participants in the managed account offering in the Empower Retail account.
Requirements:
- 2 years’ financial industry experience
- FINRA 7, 63 and 65 (or 66) registrations required
- FINRA fingerprinting required
- Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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.
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