Retirement Strategy Consultant Remote Job Type Regular Date posted 10/29/2024 Job ID R.0049419

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.

The Retirement Strategy Consultant - RPAT will provide consultations and advice on foundational financial topics to plan participants. Significant focus is placed on making sure that participants are taking actionable steps that can set them up for future financial success. Role provides education and point-in-time advice, including fiduciary investment advice through the BIP tool. This role also focuses on opportunities for ongoing professional account management and educates or advises participants on Empower Managed Account Services solutions. Role is responsible for increasing assets under management (AUM) by initiating proactive discussions and educating participants on industry best practices on retirement readiness. This is a dually licensed advisory and broker dealer role responsible for enrollment and retention of our plan participants in Advisory Services. Role will be held accountable for meeting bi-monthly goals.

What you will do

• Educate and advise plan participants on the Advisory Services available through their plan to assist the participant in reaching their retirement goals.
• Gains and employs expert knowledge about RPAT plan rules, processes, procedures, and key stakeholders inclusive of plan advisors, third-party administrators, and internal Workplace Solutions partners.
• Proactively identify customer retirement planning needs and utilize Empower Best Interest Profile (BIP) tool to deliver fiduciary recommendations relating to all advice modules, including investment advice.
• Accountable to customers implementing recommendations and assisting with completion, including account rebalancing or enrollment in managed accounts.
• Must be able to comprehensively explain the methodology behind the services and offer solutions to assist the participant reach their financial goals.
• Must collect detailed information around an individual’s financial objectives, asset composition, and historical information, as a basis to help them achieve their future financial goals through Empower solutions.
• 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.
• Responsible for providing fiduciary advice by leveraging Empower Best Interest Profile tool when appropriate.
• Explain and justify past returns in comparison to the economic environment, while acknowledging the goal of managed account services.
• Will have assigned goals and with high level of accountability to produce positive results that directly correlate to retention, increasing assets under management and participant growth for Advisory Services.

What you will bring

• 3+ years financial industry experience.
• Strong interpersonal skills, ability to work in teams.
• Self-starter with demonstrated success in problem solving.
• Experience working in a metrics/activity driven team.
• Goal 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.
• Bachelor’s Degree and/or equivalent work experience
• FINRA Series 7, and 66 (or Series 63 and Series 65) registrations required within corporate-established timelines.
• FINRA fingerprinting required.
• CFP Preferred otherwise CRPC required within 6 months of hire

What will set you apart

• Proficient in Salesforce, My total Retirement, and Edelman Financial Engines.
• Must exhibit an advanced understanding of EAG managed account program.
• Must show an advanced understanding of retirement planning.
• Must be available to work during hours of 8 am to 9 pm ET.
• Must be available to work overtime as needed.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

***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.***

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) - 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.

Base Salary Range

$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.

Equal opportunity employer • Drug-free workplace

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.

***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:

11-12-2024