Retirement Plan Counselor - Bay Area

Empowercommunitycare

Bay Area, USA
Base: $65,600.00 - $92,675.00; bonus/equity: not s...
Hybrid
On-site and virtual education
Deliver presentations
Drive participant action
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

Job Summary

  • 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.
  • 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.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

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.

Salary

Base: $65,600.00 - $92,675.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement, PTO, paid volunteer time, leave of absence programs

Skills & Requirements

Must-have

  • On-site and virtual education
  • Deliver presentations
  • Drive participant action
  • Fluent in Spanish
  • Bay Area resident

Nice-to-have

  • Strategic thinker
  • Consultative client interactions
  • Working knowledge of Salesforce

Key Requirements

  • 2-4 years financial services experience
  • FINRA Series 6 and Series 63
  • FINRA fingerprinting
  • Bachelor's degree or equivalent experience

Work Rights

Authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter