Workplace Planning Consultant at Empower

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, and offer solutions
What will set you apart:
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
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
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.
Base Salary Range
$55,300.00 - $76,075.00

Workplace Planning Consultant

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