Workplace Planning Consultant

Empowerrd

15 days ago

3.9 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

Empower is seeking a Workplace Planning Consultant to support customers with retirement savings guidance through phone consultations. The role involves educating clients on account options such as 401K and IRAs, helping them achieve their financial goals, and deepening relationships with customers in a performance-based environment.

Skills

Qualifications

Bachelor's degree or equivalentFINRA licenses (7, 63, 65, or 66)

About Empowerrd

empower.com

Industries

Finance, Technology, Consulting

Empower is a financial services company that provides retirement plan administration, investment and wealth-management solutions, and digital advice and planning tools for individuals, employers, and financial professionals. The firm combines human advice, people, and technology to help clients save for retirement, manage assets, and make informed investment decisions across workplace plans and personal accounts. Empower also supports employers and plan sponsors with plan services, reporting, and fiduciary solutions while offering advisors client-facing tools. Their stated vision is to transform financial lives and “empower financial freedom for all” (tagline: Invest well. Live a little.).

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