Deliver one-on-one conversations with plan participants focused on retirement readiness, financial wellness, managed accounts and plan features.
Provide point-in-time advice on topics such as contribution strategies, investment allocations including Managed Account solutions, rollovers, and distribution options.
Leverage Empower tools and resources (e.g., Best Interest Profile, participant portal) to guide decision-making.
Manage inbound and outbound interactions, including phone calls, emails, and warm handoffs from internal partners.
Act as a trusted point of contact through basic transactions such as rollovers and transfers.
Identify participant needs and make introductions to Wealth Solutions teams, managed accounts, or other specialists as appropriate.
Maintain detailed notes, follow-up actions, and participant outcomes in CRM tools.
Demonstrate a commitment to meeting performance goals tied to asset retention, education impact, and participant satisfaction.

Bachelor’s degree or equivalent experience preferred.
FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines.
FINRA fingerprinting required.
1+ years of experience in financial services, customer service, or call center environments.

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.

Workplace Planning Consultant

Key skills