Advisory & Planning Consultant

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

What you will do

• Leverage Empower’s CONSULT model to identify participant needs and help navigate them to appropriate next steps
• Provide financial wellness and planning to a target group of Empower customers
• Participates in, on average, 30 phone calls per day
• Obtain knowledge of the participant’s financial portfolio objectives, asset composition and past historical information
• Provide education and point in time advice on topics to help a retirement plan participant become best prepared for retirement, including: MyTotalRetirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, heal...