Retirement Planner

Overview

This role supports retirement planning conversations with clients and prospects, focusing on retirement readiness and related needs. Responsibilities include educating participants, enrolling them in managed account services, and contributing to client retention and asset growth through compliant, high-quality outreach.

Responsibilities

• Support managed account campaigns via inbound and outbound calls with the goal of educating participants.
• Identify, execute, and follow up on opportunities to contract additional client assets.
• Provide retirement planning discussions and proactively identify trends to improve service quality and increase assets under management.
• Follow compliance and risk procedures, with strong attention to policy and procedures and a focus on the participant’s best interest.
• Document conversation outcomes and relevant client information for follow-up calls and business/relationship development.
• Serve 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.

Schedule

Must be available to work Monday–Friday for the following time window (schedule 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.

Requirements

• 2 years’ financial industry experience.
• FINRA 7, 63, and 65 (or 66) registrations required.
• FINRA fingerprinting required.
• Results- and goals-oriented approach with high accountability for outcomes tied to retention and increasing assets under management and participant growth for managed accounts.

Preferred Qualifications

• Bachelor’s Degree and/or equivalent work experience.
• Fully licensed candidates are preferred.
• Chartered Retirement Planning Counselor (CRPC) designation preferred.
• Positive attitude; ability to converse with clients and openness to coaching and feedback.

Compensation & Benefits

• Base Salary Range: $60,000.00 - $78,000.00
• Non-sales positions: opportunity to participate in a bonus program.
• Sales positions: eligible for sales incentives, and in some instances a bonus plan; total compensation may exceed base salary depending on individual performance.
• Tuition reimbursement up to $5,250/year.
• 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.
• Business-casual environment (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) open to all.

Location & Work Authorization

• Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Remote/Hybrid Requirements (if applicable)

• Reliable high-speed internet with a wired connection.
• A place in your home to work with limited disruption.
• Connectivity from an internet service provider that is fiber, cable or DSL.
• Other necessary computer equipment will be provided.
• You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Equal Opportunity

Equal opportunity employer and drug-free workplace. All qualified applicants will receive consideration without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other protected status under applicable state or local law.

Application Deadline

Job Posting End Date: 10-22-2026 at 12:01 am.