Talent.com
Financial Consultant

Financial Consultant

EmpowerCharlotte, NC, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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.

As a Financial Consultant Retirement Plan Advisory Team (RPAT), you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products.

At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific metric-related goals set by Empower.

What you will do :

  • Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
  • Discuss available account options, such as 401K and IRAs, to align to customers retirement savings goals
  • Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
  • Focus on deepening customers relationship with Empower

What you will bring :

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • Minimum of 1 year experience in performance / goal-oriented roles, ideally in asset growth and retention
  • Current FINRA licenses and / or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
  • Motivated, self-starter with the ability to learn new information quickly and independently
  • Demonstrated relationship management and customer service skills
  • Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
  • What will set you apart :

  • Previous experience with inbound and / or phone-based consultation
  • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
  • Ability to quickly learn new systems and prior experience with SalesForce a plus
  • Good understanding of IRAs, retirement investment products / services and the qualified retirement plan environment
  • A growth mindset to meet company and team goals
  • This position can be done remotely.

  • 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.
  • #LI- Remote

    #PJFC

    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)  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
  • Base Salary Range

    $52,000.00 - $64,000.00

    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 :

    12-31-2025

    Want the latest money news and views shaping how we live, work and play? Sign up for Empowers free newsletter and check out The Currency .

    Workplace Flexibility : Remote - Nationwide

    serp_jobs.job_alerts.create_a_job

    Financial Consultant • Charlotte, NC, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Consultant

    Financial Consultant

    NYL - CharlotteCharlotte, NC, US
    serp_jobs.job_card.full_time
    Charlotte, NC - In-person, not a remote opportunity.Financial Services / Wealth Management.Competitive base + upside commissions + performance incentives. Training, tools, leadership, and marketing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant (Remote Eligible)

    Financial Consultant (Remote Eligible)

    EmpowerConcord, NC, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitMOORESVILLE, North Carolina, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Oracle Financial Consultant

    Oracle Financial Consultant

    Innova SolutionsCharlotte,North Carolina,United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    A client of Innova Solutions is immediately hiring for an Oracle Financial Consultant.Charlotte, NC (Hybrid 3 days onsite 2 days remote). As an Oracle Financial Consultant, you will : .Seeking experie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Charlotte, NC

    Financial Solutions Advisor - Charlotte, NC

    Bank of AmericaCharlotte, NC, US
    serp_jobs.job_card.full_time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center

    Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center

    TIAAUSA, North Carolina, Charlotte
    serp_jobs.job_card.full_time
    Every worker deserves a secure retirement.For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitMOORESVILLE, North Carolina, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Solutions Consultant - Financial Services

    Senior Solutions Consultant - Financial Services

    Appian CorporationCharlotte, NC, US
    serp_jobs.job_card.full_time
    We set high standards and live up to them, ensuring that everything we do is done with care and quality.We approach every challenge with ambition and commitment, holding ourselves and each other ac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Corporate Financial Wellness Consultant

    Corporate Financial Wellness Consultant

    PNCCharlotte, NC, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert

    Tax Expert

    IntuitMOORESVILLE, North Carolina, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitMOORESVILLE, North Carolina, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Consulting Manager (Finance)

    Business Consulting Manager (Finance)

    Grant Thornton LLPCharlotte, NC, US
    serp_jobs.job_card.full_time
    At Grant Thornton, we believe in making business more personal and building trust into every result for our clients and you. Here, we go beyond your expectations of a career in professional service...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant

    Financial Consultant

    EmpowerConcord, NC, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Financial Consultant | Finance [COC0041238]

    Senior Financial Consultant | Finance [COC0041238]

    ProSidian Consulting, LLCCharlotte, NC, US
    serp_jobs.job_card.full_time
    ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Financial Planning Success Consultant Institution / Enterprise Channel

    Sr. Financial Planning Success Consultant Institution / Enterprise Channel

    LPL FinancialFort Mill, SC, US
    serp_jobs.job_card.full_time
    Senior Financial Planning Success Consultant.At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.We are seeking pass...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    VP, Financial Consultant- Huntersville, NC

    VP, Financial Consultant- Huntersville, NC

    Charles SchwabHUNTERSVILLE, NC, United States
    serp_jobs.job_card.full_time
    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Financial Services Consultant - Registered - Charlotte, NC National Contact Center

    Financial Services Consultant - Registered - Charlotte, NC National Contact Center

    TIAAUSA, North Carolina, Charlotte
    serp_jobs.job_card.full_time
    Every worker deserves a secure retirement.For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitMOORESVILLE, North Carolina, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Financial Controller - Relocate to North Carolina

    Financial Controller - Relocate to North Carolina

    Corecruitment LimitedCharlotte, North Carolina, US
    serp_jobs.job_card.full_time
    What we offer : $115k - 125k per year + Bonus.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    Certified Financial Planner

    Certified Financial Planner

    MBC Talent ConnectionsCharlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Charlotte, NC or Louisville, KY.CFP Financial Advisor Private Wealth Firm.Hybrid | Based in Charlotte, NC or Louisville , KY surrounding growth markets (U. Our client goes beyond managing money - th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30