Finra Licensed Workplace Consultant 3074092 I.Html

Providing guidance on retirement savings options, the full-time remote FINRA Licensed Workplace Consultant will assist customers during key life moments, focusing on employer-sponsored retirement accounts such as 401K and IRA products.

##### Key responsibilities

Offer over-the-phone guidance to customers regarding their retirement accounts during significant life events

Discuss and align available account options with customers' retirement savings goals

Educate customers on their retirement plans and deepen their relationship with Empower

##### Required qualifications

Bachelor's degree or equivalent combination of education and professional experience

Minimum of 1 year experience in performance/goal-oriented roles, preferably in asset growth and retention

Current FINRA licenses or the ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelines

Demonstrated relationship management and customer service skills

Motivated self-starter with the ability to learn quickly and independently