FINRA Licensed Workplace Consultant
Job Summary
As a full-time remote FINRA Licensed Workplace Consultant, the successful candidate will provide guidance to customers regarding retirement savings options, including 401K and IRA products, while supporting key life moments such as starting or ending employment.
Key responsibilities:
- Provide over-the-phone guidance to customers about employer-sponsored retirement accounts
- Discuss and educate customers on available account options to align with their retirement savings goals
- Deepen customer relationships with Empower through effective communication and support
Required qualifications:
- Bachelor's degree or equivalent combination of education and professional experience
- Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
- Current FINRA licenses and/or ability to obtain FINRA 7, 63 & 65 (or 66) registrations
- Motivated self-starter with the ability to learn quickly and independently
- Demonstrated relationship management and customer service skills
Complete Job Description
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