Retirement Plan Counselor- Southern California

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower’s industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Retirement Plan Counselor will work with public employees in Pasadena and northern Orange County. Additional overnight travel several times per month to Northern California and Washington required (approximately 25%). The position is hybrid. This is NOT a 100% work from home opportunity.

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner
• Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
• Achieve business results and facilitate impactful conversations while meeting service level agreements
• Consistently complete reporting requirements within required time frames including logging meetings, attendees and outcomes in appropriate systems
• Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
• Manage meeting schedule, including travel booking
• Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
• Attend client meetings with other service team members
• May be asked to participate in finals presentations for new prospects based on the demands of the territory

• Bachelor's degree and or equivalent experience considered in lieu of a degree
• 2 – 4 years relevant financial services experience
• Strong presentation skills required
• Proficiency in MS Word, Excel, PowerPoint and Teams required
• Strong relationship building and territory management skills
• FINRA Series 6 and Series 63 registrations within established timelines required
• FINRA fingerprinting required

• Working knowledge of Salesforce preferred
• Ability to calculate figures such as interest, proportions, percentages, and fractions required
• Strategic thinker who can work independently
• Practical experience providing high-level, consultative client interactions preferred
• Basic knowledge of defined contribution plans preferred

*** 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.***

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential…