What you will do:
- Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants.
- Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest.
- Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls.
- Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.
- Enroll participants in the managed account offering in the Empower Retail account.
What you will bring:
- 2 years’ financial industry experience
- FINRA 7, 63 and 65 (or 66) registrations required
- FINRA fingerprinting required
- Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts
What will set you apart:
- Bachelor’s Degree and/or equivalent work experience
- Fully licensed candidates are preferred
- Chartered Retirement Planning Counselor (CRPC) Designation preferred
- Bring a positive attitude, ability to converse with clients and be open to coaching and feedback
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
#PJPW
$60,000.00 - $78,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
Equal opportunity employer • Drug-free workplace
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
08-21-2026
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