Workplace Planning Consultant

Empower Geographics Inc

Multiple Locations
Base: $55,300.00 - $76,075.00; bonus/equity: varia...
Hybrid
Retirement account consultation
Customer relationship management
Performance and goal-oriented roles
Empower Geographics Inc offers a flexible work environment and celebrates internal mobility while emphasizing purpose, well-being, and work-life balance

Job Summary

  • Empower Geographics Inc offers a flexible work environment and celebrates internal mobility while emphasizing purpose, well-being, and work-life balance.
  • Workplace Planning Consultants provide over-the-phone guidance on retirement savings options such as 401K and IRAs, supporting customers at key life moments.
  • The compensation package includes a base salary plus variable bonus tied to performance metrics, along with diverse benefits including medical insurance, retirement plans, tuition reimbursement, and paid volunteer time.

Matching Summary

Empower Geographics Inc offers a flexible work environment and celebrates internal mobility while emphasizing purpose, well-being, and work-life balance.

Salary

Base: $55,300.00 - $76,075.00; Bonus/Equity: Variable bonus tied to performance; Benefits: Medical, dental, vision, life insurance, 401(k) with matching, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • Retirement account consultation
  • Customer relationship management
  • Performance and goal-oriented roles
  • Phone-based customer guidance
  • Flexible work environment

Nice-to-have

  • Proficiency with Microsoft Office
  • Experience with Salesforce
  • Growth mindset
  • Problem-solving skills
  • Inclusive and diverse workplace culture

Key Requirements

  • Bachelor's degree or equivalent experience
  • Minimum 1 year in performance/goal-oriented roles
  • Current or ability to obtain FINRA 7, 63 & 65 (or 66) licenses
  • Authorization to work in the U.S. without sponsorship
  • Ability to complete FINRA fingerprinting upon hire

Work Rights

Must be authorized to work in the U.S. without sponsorship

Tailored Resume

Cover Letter