Retirement Plan Counselor

Empower

. Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants .

Posted 11/7/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $71,600 - $101,150 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in delivering educational presentations and facilitating communication strategies for defined contribution plans, while effectively managing relationships with stakeholders and achieving measurable business results.

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

Financial Services ExperienceCalculating FiguresDefined Contribution Plans KnowledgeConsultative Client Interactions

Soft Skills

Strategic ThinkingIndependent Work

Tools & Technologies

SalesforceVirtual Meeting Platforms

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Government 457 PlanTerritory ManagementEnrollment PresentationsClient Meetings

About the role

Key responsibilities & impact

Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants
Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings
Drive participants to take 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
Attend client meetings with other service team members
Participate in final presentations for new prospects as needed by the territory
Work with public employees in Los Angeles County, meeting individuals virtually and in person

Requirements

What you’ll need

Bachelor's degree and or equivalent experience considered in lieu of a degree
FINRA Series 6 and Series 63 registrations required
2 – 4 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
Strong relationship building and territory management skills
FINRA fingerprinting required
Working knowledge of Salesforce preferred
Ability to calculate figures such as interest, proportions, percentages, and fractions required
Strategic thinker who can work independently
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred
Must be authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover of sponsorship, including CPT/OPT
Must reside within the assigned territory and be based in Los Angeles County
Reliable high-speed internet with a wired connection and a suitable home workspace required for remote work

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
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 will be provided