Retirement Plan Counselor- Charlotte Position Available In Mecklenburg, North Carolina

Retirement Plan Counselor

• Charlotte
  Job

ID R.0051819

Primary location Charlotte, North Carolina
Date posted 05/05/2025
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 is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 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. 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 •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.