FINRA Licensed Workplace Consultant

Job Summary

Providing guidance on retirement savings options, the full-time remote FINRA Licensed Workplace Consultant will assist customers at key life moments, discussing account options like 401K and IRAs to support their financial goals.

Key responsibilities

• Offer over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during significant life changes
• Educate customers on retirement plan options and help them align these with their savings goals
• Enhance customer relationships with Empower through effective engagement 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, preferably in asset growth and retention
• Current FINRA licenses or ability to obtain FINRA Series 65 registration within established timelines
• Demonstrated relationship management and customer service skills
• Motivated self-starter with the ability to learn quickly and independently