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 clients .

Posted 9/15/2026full-timeBoise • Idaho • United StatesJuniorMid-Level💰 $59,700 - $84,300 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 client relationships and achieving measurable business results. Proficient in utilizing technology tools to enhance client interactions and drive successful retirement outcomes.

Highest-signal resume keywords

FINRA Series 6 RegistrationFINRA Series 63 RegistrationStrong Presentation SkillsProficiency in MS Word, Excel, PowerPoint, and TeamsRelationship Building Skills

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

Defined Contribution PlansFinancial Services ExperienceCalculating Interest and PercentagesConsultative Client InteractionsCommunication Strategies

Soft Skills

Strategic ThinkingTerritory ManagementIndependent Work

Tools & Technologies

SalesforceEmpower Technology

Certifications & Qualifications

FINRA FingerprintingBachelor's Degree or Equivalent Experience

Industry Keywords

401(k) Plans403(b) PlansGovernment ClientsClient MeetingsTravel Requirements

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 clients
Use Empower’s technology and tools to drive results and help employees pursue successful retirement outcomes
Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings
Drive participants toward measurable 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
Assist in identifying alternative communication approaches
Attend client meetings with other service team members
Participate in final presentations for new prospects when required by territory demands

Requirements

What you’ll need

Must reside within the assigned territory
FINRA Series 6 and Series 63 registrations within corporate-established timelines required; current Series 6 and 63 preferred
FINRA fingerprinting required
Bachelor's degree or equivalent experience considered in lieu of a degree
2–4 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
Working knowledge of Salesforce preferred
Ability to calculate figures such as interest, proportions, percentages, and fractions required
Strategic thinker who can work independently
Strong relationship building and territory management skills
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred
Bilingual preferred
Reliable high-speed internet with a wired connection and an appropriate home workspace for remote work
Ability to move and set up portable computer equipment, forms and brochures, tables and booths
Ability to travel to client meetings, including occasional overnight travel
Personal vehicle, taxi, rideshare and/or public transit may be required for client travel

Benefits

Comp & perks

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) open to all
Bonus program opportunity for non-sales positions
Sales incentives and, in some instances, a bonus plan for sales positions
Reliable high-speed internet and necessary computer equipment provided for remote/hybrid positions
Travel expenses and mileage reimbursement for business travel paid by Empower