Senior Workplace Planning Consultant

Empower

. Deliver comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans .

Posted 10/22/2026full-timeRemote • United StatesSenior💰 $65,600 - $92,675 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering retirement and financial wellness advice, with a strong understanding of IRAs and retirement investment products. Proven ability to cultivate customer relationships and achieve sales goals through effective communication and personalized service.

Highest-signal resume keywords

Financial Services ExperienceRetirement Planning KnowledgeSales SuccessInvestment Adviser Representative RegistrationStrong Consulting Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Investment ProductsIRAsFinancial Wellness EducationSales TechniquesFile Manipulation SkillsProblem SolvingDecision-MakingCustomer EngagementDistribution Options KnowledgePlan-Specific Guidance

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationPresentation SkillsAbility to Manage Multiple PrioritiesAbility to Handle Stressful Situations

Tools & Technologies

Microsoft OfficeWindowsSalesforceEmpower's Record Keeping SystemHigh-Speed Internet

Certifications & Qualifications

Investment Adviser Representative (IAR) RegistrationSeries 65 or Equivalent Examination

Industry Keywords

Employer-Sponsored PlansQualified Retirement Plan EnvironmentFinancial AdvisoryCustomer Relationship ManagementRetirement Planning Strategies

About the role

Key responsibilities & impact

Deliver comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans
Guide participants through key decision points affecting long-term financial success
Guide participants through managed account solutions
Deepen customer relationships through proactive, personalized engagements
Handle inbound and outbound calls
Cultivate customer relationships through personalized service
Respond to plan and policy-related questions
Relay accurate information and clearly communicate policies and procedures
Retain assets through education and guidance on plan-specific and general distribution options
Educate customers about distribution decisions, retirement-plan or IRA participation, and tax implications
Deliver optimal solutions in every customer interaction
Collaborate with organizational peers to solve problems and deliver results
Use tools and services to identify retirement-planning options and strategies
Meet monthly and annual sales and service goals

Requirements

What you’ll need

Bachelor's degree or an equivalent combination of education and professional work experience
2+ years of experience in financial services, retirement planning, or advisory environments
Demonstrated success in sales
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
Experience managing multiple priorities and handling stressful situations and people on a daily basis
Good working knowledge of Windows and Microsoft Office software, including Word, Excel and PowerPoint
File manipulation skills on a PC
Ability to quickly learn Empower's record keeping system and Salesforce software
Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation
FINRA fingerprinting upon hire
Strong consulting skills
Ability to learn new information quickly and independently
Strong written, verbal and presentation skills
Must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable
Reliable high-speed internet with a wired connection and a home workspace with limited disruption for remote work
Reliable fiber, cable or DSL internet connection

Benefits

Comp & perks

$5,000 sign-on bonus for candidates who are already fully licensed; eligibility applies to candidates who apply on or before December 31st
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
Other necessary computer equipment provided for remote and hybrid positions