Retirement Education Counselor

Empower Retirement
Published
November 23, 2021
Location
Glendale, CA
Category
Job Type

Description

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.

This position is responsible for delivering on-site education and enrollment presentations to new and existing defined contribution 401(k) clients. The Counselor will leverage Empower’s industry leading technology and tools to drive results and help employees strive for a successful retirement. This position will also assist the Client Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

Candidate must reside in San Francisco Bay Area. Candidate must be fluent in Spanish

Facilitates a communication and education strategy by conducting group meetings (with the possibility of some one-on-one’s); in person, via the web, or in recorded presentations.
High-performing individual who provides consultative expertise to employees to increase participation and enrollment.
Assists in developing communication and education strategies.
Assists in maintaining & retaining existing client relationships.
Manages meeting assignment schedule, including travel booking.
Regularly reports meeting information and enters details into proprietary reporting systems (meeting tracker, etc).
Provides feedback to Client Management about what communication materials/strategies are working or not working with a plan and assisting in identifying alternatives.
Improves opportunities for the plan’s health and performance.
Other duties as assigned.

EDUCATION: 
Bachelor's Degree preferred

REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED:
FINRA Series 6 and Series 63 registrations required within corporate-established timelines
FINRA fingerprinting required

OTHER PREFERRED QUALIFICATIONS:
Minimum 2 years of related experience
Presentation skills (to groups or individuals) required
Proficient in MS Word, Excel, PowerPoint
Ability to calculate figures and amounts such as discounts, interest, proportions, percentages, and fractions
Good working knowledge of the firm's products, the defined contribution business, and ERISA
Bi-lingual preferred

Working Conditions/Physical Requirements: Normal Office Working Conditions when located in GWRS Field office.

May be required to work from home when no local GWRS office is convenient. Will travel majority of the time using personal vehicle to go to local meetings with participants, may include overnight travel based on plan/territory requirements.

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 5%), 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 nine 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the 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.

Base Salary Range

$ 58,100.00-93,000.00

Location

CA Remote

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

Only registered members can apply for jobs.

Related Jobs

November 23, 2021

Author: