Retirement Plan Counselor - Portland, Oregon

Empower

Portland, Oregon, US
Base: $0.00 - $0.00 (range not disclosed); bonus/e...
Hybrid
Fluent spanish language proficiency
Strong presentation and communication skills
Defined contribution plan knowledge
The role focuses on transforming financial lives by providing flexible work environments and celebrating internal mobility within the company

Job Summary

  • The role focuses on transforming financial lives by providing flexible work environments and celebrating internal mobility within the company.
  • Counselors are responsible for delivering on-site and virtual education to help participants improve their retirement outcomes through enrollment and deferral increases.
  • Employees receive comprehensive benefits including medical insurance, a 401(k) match up to 6%, tuition reimbursement, and paid volunteer time.

Matching Summary

The role focuses on transforming financial lives by providing flexible work environments and celebrating internal mobility within the company.

Salary

Base: $0.00 - $0.00 (range not disclosed); Bonus/Equity: Sales incentives or bonus plan available based on performance; Benefits: Medical, dental, vision, life, 401(k) match up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Must-have

  • Fluent Spanish language proficiency
  • Strong presentation and communication skills
  • Defined contribution plan knowledge
  • MS Office and Teams proficiency
  • Territory management capabilities

Nice-to-have

  • Salesforce working knowledge preferred
  • Consultative client interaction experience
  • Strategic independent thinker
  • Internal mobility culture appreciation

Key Requirements

  • Bachelor's degree or equivalent experience
  • 2-4 years financial services experience
  • FINRA Series 6 and 63 registrations required
  • Must reside in Portland, Oregon area
  • Authorized to work in the U.S. without sponsorship

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter