Workplace Planning Consultant
Location
Florida + 1 moreAll locations: Florida | North Carolina
Posted
73 days ago
Salary
$55.3K - $76.1K / year
Seniority
Junior
Job Description
Workplace Planning Consultant
Empower
• Deliver one-on-one conversations with plan participants focused on retirement readiness, financial wellness, managed accounts and plan features. • Provide point-in-time advice on topics such as contribution strategies, investment allocations including Managed Account solutions, rollovers, and distribution options. • Leverage Empower tools and resources (e.g., Best Interest Profile, participant portal) to guide decision-making. • Manage inbound and outbound interactions, including phone calls, emails, and warm handoffs from internal partners. • Act as a trusted point of contact through basic transactions such as rollovers and transfers. • Identify participant needs and make introductions to Wealth Solutions teams, managed accounts, or other specialists as appropriate. • Maintain detailed notes, follow-up actions, and participant outcomes in CRM tools. • Demonstrate a commitment to meeting performance goals tied to asset retention, education impact, and participant satisfaction.
Job Requirements
- Bachelor’s degree or equivalent experience preferred
- FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines
- FINRA fingerprinting required
- 1+ years of experience in financial services, customer service, or call center environments
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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)
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