FINRA Licensed Workplace Consultant

Job Summary

Providing guidance on retirement savings options, the full-time remote FINRA Licensed Workplace Consultant will assist customers during key life moments, focusing on employer-sponsored retirement accounts such as 401K and IRA products.

Key responsibilities:

• Offer over-the-phone guidance to customers regarding their retirement accounts during significant life events
• Discuss and align available account options with customers' retirement savings goals
• Educate customers on their retirement plans and deepen their relationship with Empower

Required qualifications:

• Bachelor's degree or equivalent combination of education and professional experience
• Minimum of 1 year experience in performance/goal-oriented roles, preferably in asset growth and retention
• Current FINRA licenses or the ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelines
• Demonstrated relationship management and customer service skills
• Motivated self-starter with the ability to learn quickly and independently