Senior Workplace Planning Consultant
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Job Description
Senior consultant delivering personalized retirement and financial wellness guidance to employer-sponsored plan participants nationwide. Advising on managed accounts, distributions, IRAs, and long-term financial decisions.
Responsibilities:
- Deliver comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans
- Guide participants through key decision points affecting long-term financial success
- Guide participants through managed account solutions
- Deepen customer relationships through proactive, personalized engagements
- Handle inbound and outbound calls
- Cultivate customer relationships through personalized service
- Respond to plan and policy-related questions
- Relay accurate information and clearly communicate policies and procedures
- Retain assets through education and guidance on plan-specific and general distribution options
- Educate customers about distribution decisions, retirement-plan or IRA participation, and tax implications
- Deliver optimal solutions in every customer interaction
- Collaborate with organizational peers to solve problems and deliver results
- Use tools and services to identify retirement-planning options and strategies
- Meet monthly and annual sales and service goals
Requirements:
- Bachelor's degree or an equivalent combination of education and professional work experience
- 2+ years of experience in financial services, retirement planning, or advisory environments
- Demonstrated success in sales
- Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- Experience managing multiple priorities and handling stressful situations and people on a daily basis
- Good working knowledge of Windows and Microsoft Office software, including Word, Excel and PowerPoint
- File manipulation skills on a PC
- Ability to quickly learn Empower's record keeping system and Salesforce software
- Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation
- FINRA fingerprinting upon hire
- Strong consulting skills
- Ability to learn new information quickly and independently
- Strong written, verbal and presentation skills
- Must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable
- Reliable high-speed internet with a wired connection and a home workspace with limited disruption for remote work
- Reliable fiber, cable or DSL internet connection
Benefits:
- $5,000 sign-on bonus for candidates who are already fully licensed; eligibility applies to candidates who apply on or before December 31st
- Medical, dental, vision and life insurance
- 401(k) plan with generous company matching contributions up to 6%
- Financial advisory services
- Potential company discretionary contribution
- Broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment with the option to wear jeans
- Paid time off program
- Ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Paid parental leave
- Paid short- and long-term disability
- Family and Medical Leave (FMLA)
- Business Resource Groups open to all
- Flexible work environment
- Other necessary computer equipment provided for remote and hybrid positions
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