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
What will set you apart:
Bachelor's Degree and/or equivalent work experience
Bring a positive attitude, ability to converse with clients and be open to coaching and feedback
***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
$60,000.00 - $78,000.00
Equal opportunity employer - Drug-free workplace
We are 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 (40 and over), race, color, national origin, ancestry, s
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible schedulePerformance bonusParental leave
Additional Information
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
A successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in our Advisory Services and often referring them to other teams in the company.
Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):
Eastern Time (ET): 12:30 p.m. - 9:00 p.m.
Central Time (CT): 11:30 a.m. - 8:00 p.m.
Mountain Time (MT): 10:30 a.m. - 7:00 p.m.
Empower · Nationwide Remote