Retirement Plan Counselor

Empower

. Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution plan participants .

Posted 9/28/2026full-timePasadena • California • United StatesJuniorMid-Level💰 $65,600 - $92,675 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong presentation and relationship-building skills while effectively managing client interactions and communication strategies. Proficient in financial services with a focus on defined contribution plans and compliance with regulatory requirements.

Highest-signal resume keywords

Strong Presentation SkillsFINRA Series 6 RegistrationFINRA Series 63 RegistrationProficiency 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

Financial Services ExperienceDefined Contribution Plans KnowledgeCalculating FiguresConsultative Client InteractionsTerritory Management

Soft Skills

Strategic ThinkingIndependent Work

Tools & Technologies

SalesforceMS WordMS ExcelMS PowerPointMS Teams

Certifications & Qualifications

FINRA Series 6FINRA Series 63FINRA Fingerprinting

Industry Keywords

Defined Contribution PlansClient MeetingsEnrollment PresentationsService Level AgreementsCommunication Strategies

About the role

Key responsibilities & impact

Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution 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
Achieve business results and meet service level agreements
Complete reporting requirements, including logging meetings, attendees and outcomes
Build relationships with key contacts, plan sponsor representatives and internal stakeholders
Manage meeting schedules and travel booking
Provide feedback to relationship managers on communication materials and strategies
Attend client meetings with service team members
Participate in final presentations for new prospects as needed
Work with public employees in Pasadena and northern Orange County
Travel overnight several times per month to Northern California and Washington, approximately 25%

Requirements

What you’ll need

Bachelor's degree and/or equivalent experience considered in lieu of a degree
2–4 years 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 figures such as interest, proportions, percentages, and fractions
Strategic thinker who can work independently
Applicants 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 suitable home workspace for remote/hybrid work
Working knowledge of Salesforce preferred
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred

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
Generous paid time off upon hire
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 (BRGs)
Flexible work environment
Other necessary computer equipment provided
Remote/hybrid work support with reliable high-speed internet and home workspace requirements