Retirement Plan Counselor

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) and 403(b) 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 position will work with employees in the Charlotte and Winston-Salem area virtually and in person. Potentially some limited out of state travel as well. The Counselor must be based in this territory and be willing to travel accordingly.

What you will do

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 timeframes 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

What you will bring

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

What will set you apart

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

#PJRPA

• 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.

Base Salary Range

$58,500.00 - $82,650.00

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

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.

Job Posting End Date at 12 : 01 am on :

12-20-2025

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Workplace Flexibility : Remote - Must reside within territory