Retirement Plan Counselor

Empower

. Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k), 403(b) and/or Government 457 plan participants .

Posted 11/2/2026full-timeRemote • New Jersey • United StatesJuniorMid-Level💰 $68,600 - $96,875 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering educational presentations and facilitating communication strategies for defined contribution plans, while effectively managing relationships with stakeholders and achieving business results. Proficient in financial services with strong presentation and territory management skills.

Highest-signal resume keywords

Fluent SpanishFINRA Series 6 RegistrationFINRA Series 63 RegistrationStrong Presentation Skills2–4 Years Financial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial CalculationsPlan EnrollmentDeferral IncreasesRolloversReporting Requirements

Soft Skills

Relationship-BuildingCommunication SkillsTerritory Management

Tools & Technologies

MS WordMS ExcelMS PowerPointMS Teams

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Defined Contribution Plans401(k)403(b)Government 457 PlansClient Meetings

About the role

Key responsibilities & impact

Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k), 403(b) and/or Government 457 plan participants
Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings
Drive participant actions including plan enrollment, deferral increases and rollovers from previous plans
Achieve business results and facilitate impactful conversations while meeting service level agreements
Complete reporting requirements, including logging meetings, attendees and outcomes in appropriate systems
Build relationships with key contacts, plan sponsor representatives and internal stakeholders
Manage meeting schedules, including travel booking
Provide feedback to local relationship managers on communication materials and strategies and help identify alternatives
Attend client meetings with other service team members
Participate in final presentations for new prospects as territory demands

Requirements

What you’ll need

Must reside within the NJ Newark territory
Fluent Spanish required
Bachelor's degree and/or equivalent experience considered in lieu of a degree
2–4 years of relevant financial services experience
Strong presentation skills
Proficiency in MS Word, Excel, PowerPoint and Teams
Strong relationship-building and territory-management skills
FINRA Series 6 and Series 63 registrations within established timelines required
FINRA fingerprinting required
Ability to calculate interest, proportions, percentages and fractions
Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
Reliable high-speed internet with a wired connection and a minimally disruptive home workspace
Fiber, cable or DSL internet connection required

Benefits

Comp & perks

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
Reliable high-speed internet and necessary computer equipment provided for remote and hybrid positions