Retirement Plan Counselor- Memphis Position Available In Shelby, Tennessee

Tallo's Job Summary: The Retirement Plan Counselor position in Memphis, TN, with a base salary range of $58,500.00 to $82,650.00, requires a minimum of 3-5 years of financial services/retirement experience and FINRA Series 6 & 63 licenses. Responsibilities include developing relationships, conducting webinars, and relaying client feedback. The role offers benefits like medical insurance, 401(k) with company matching, and tuition reimbursement.

Company:
Unclassified
Salary:
$70575
JobFull-timeRemote

Job Description

Retirement Plan Counselor

  • Memphis
    Job
ID R.0051717

Primary location Memphis, Tennessee
Date posted 04/24/2025
Worker type Regular
Workplace flexibility Remote

  • Must reside within territory Save 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 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 Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. What you will do Develop strategic relationships with site contacts within their assigned territory Meet 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 #PJGOV •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 $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.

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