Retirement Plan Counselor- Durham

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 Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future.

This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

This Counselor will work with public employees in the Raleigh / Durham area and must be based there and able to travel within the territory as necessary.

What you will do

Develop strategic relationships with site contacts within their assigned territory

M eet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as : features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness

Work closely with internal business partners delivering increased client value

Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.

g., Marketing, Sales, Client services, Transition Team)

What you will bring

Minimum 3 - 5 years financial services / retirement experience

Satisfy service level agreements for the plan as well as achieve business results

Possess a comprehensive knowledge of mutual funds / separate accounts, with an understanding of the risk / reward trade off for all securities

FINRA Series 6 & 63 licenses required

What will set you apart

Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts

Strong presentation skills

Have experience with a consultative needs-based approach helping people plan for retirement

Ability to work independently; results- oriented

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.

• 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

$57,300.00 - $81,000.00

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 :

10-26-2024

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Workplace Flexibility : Remote - Must reside within territory