Workplace Planning Consultant
$5,000 per monthEmpower
- # Workplace Planning ConsultantApplyremote type: Remote - Nationwidelocations: Nationwide Remote: TX Houston - Remote: TX Dallas - Remotetime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 30, 2026 (28 days left to apply)job requisition id: R.0059211Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.**This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to June 30.**As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth consultant team, providing support to our customers at key life moments. Our Workplace Planning Consultants provide guidance on available account options for our customers’ retirement savings goals, such as 401K and IRA products.At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Workplace Planning Consultant, increasing your overall income potential. The compensation package includes a base salary plus bonus, creating the opportunity to earn a generous paycheck. The bonus compensation component will be variable and tied to specific metric-related goals set by Empower.**What you will do:*** Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account* Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals* Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals* Focus on deepening customer’s relationship with Empower**What you will bring:*** Bachelor's degree or an equivalent combination of education and professional work experience* Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention* Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire* Motivated, self-starter with the ability to learn new information quickly and independently* Demonstrated relationship management and customer service skills* Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions**What will set you apart:*** Previous experience with inbound and/or phone-based consultation* Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)* Ability to quickly learn new systems and prior experience with SalesForce a plus* Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment* A growth mindset to meet company and team goals\*\*\*Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.\*\*\***What we offer you**We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.* 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.**Base Salary Range**$55,300.00 - $76,075.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Equal opportunity employer *•* Drug-free workplaceWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. \*\*\*For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.\*\*\*Job Posting End Date at 12:01 am on:06-30-2026
- J-18808-Ljbffr Empower
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Workplace Planning Consultant in Dallas, TX vacancy
- ...Retirement Plan Consultant At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals... ...diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through...SuggestedLocal areaImmediate startRemote work
Corebridge Financial
Dallas, TX1 day ago $76k - $100k
...Cetera Qualified Retirement Plan Sales Consultant As a Cetera Qualified Retirement Plan Sales Consultant, you will partner with our retirement... ...sales in the region. This individual will join our Cetera Workplace & Retirement team. This individual will cover the Mid-...SuggestedFull timeWork at officeFlexible hoursCetera Financial Group
Dallas, TX1 day ago- ...industry-leading provider of financial planning tools for community members who work in... ...About the Role The Retirement Plan Consultant will provide objective guidance that is... ...inclusion are critical to building a creative workplace that leads to innovation, growth, and...SuggestedLocal areaImmediate startRemote workRelocation
Corebridge Financial
Dallas, TX3 days ago $55.3k - $76.08k
Empower is looking for a Workplace Planning Consultant to provide guidance to customers regarding retirement savings accounts like 401K and IRAs. This remote position offers a base salary plus bonuses based on performance, with a generous range from $55,300 to $76,075....SuggestedRemote jobRelocation packageFlexible hours- ...divh2Retirement Plan Coordinator/h2pThe Retirement Plan Coordinator oversees the administration, compliance, data integrity, and strategic performance of the organizations retirement benefit programs. This role ensures that Integritys 401(k) and related retirement plans...SuggestedLocal area
Integrity Windows
Dallas, TX21 hours ago $72.25k - $90k
...Adaptive Planning Consultant Locations: Atlanta; Boston; Charlotte; Chicago; Dallas; New York Company Overview We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through...Work at officeLocal areaRemote work2 days per weekAccordion USA
Dallas, TX12 days ago- ...Description The Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration...Full timeContract workWork at office
Burns & McDonnell
Dallas, TX8 days ago - ...fail. Thank you for your interest in joining our curious, passionate, hardworking team. Corgan is actively recruiting a dynamic Workplace Strategist to join the firm as part of our Workplace Interiors Market Sector. This position is open to our Dallas office location....Full timeWork at officeMonday to FridayShift work
- ...Events & Workplace Experience Manager Does driving innovation and creating better experiences through technology inspire you? At... ...commercial functions Events, Logistics & Marketing Campaigns Plan and execute internal and external events — from intimate team...Odd jobPart timeWork at officeRemote workWork from homeFlexible hours3 days per week
RELEASED Defunct
Dallas, TX19 days ago - A leading engineering consultancy is seeking a Transmission Planning Consultant in Dallas, Texas. The successful candidate will assess grid performance amid renewable integration and manage various transmission and operational studies. Qualifications include a degree in...
- The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees. This role involves delivering educational presentations and campaigns to increase plan participation and assets. Ideal candidates...
- ...solutions and insurance products. We empower financial professionals and institutions to help clients plan and protect their futures. Role Overview The Retirement Plan Consultant provides objective guidance to plan sponsors and employees, delivering educational presentations...Immediate start
- Corebridge in Dallas, Texas is seeking a Retirement Plan Consultant who will provide objective guidance for plan sponsors and employees eligible for retirement savings. This role includes conducting presentations, participating in benefit fairs, and educating employees...Remote job
- The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide guidance for retirement savings plans. The role includes conducting presentations and educating employees about plan features, along with participating in benefit fairs and new...Remote job
$110k - $400k
Overview Description 1898 & Co., a division of Burns & McDonnell, is seeking experienced Transmission Planning Consultants to support our nationwide consulting practice. We are hiring across multiple experience levels for technically driven professionals who are passionate...Full timeContract workWork at officeLocal area$55 - $70 per hour
...A client of Innova Solutions is immediately hiring for a Severance business plans Consultant with HR Domain experience Position type: Full-time Contract (W2) Role: Severance business plans Consultant with HR Domain experience Duration: 6+ months Contract...Hourly payFull timeContract workTemporary workWork experience placementImmediate startRemote workWorldwideFlexible hoursInnova Solutions
Dallas, TX2 days ago$120k - $185k
...Senior Advanced Planning Consultant Cetera is seeking a highly skilled professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. The APT plays a critical role in developing sophisticated wealth strategies for high-net-worth (HNW...Full timeWork at officeRemote work$65k - $132.25k
...our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and... ...Collaborates cross‑functional teams to improve business planning methods. Executes key line of business initiatives and growth...Full timeContract workTemporary workWork experience placementWork at office- ...Senior Business Experience & Planning Advisor At PNC, our people are our greatest differentiator and competitive advantage in the... ...our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and...Work at office
$65k - $132.25k
...Strategy & Planning Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.... ...our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and...Full timeTemporary workPart timeWork experience placementWork at office- ...Business Experience & Planning Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and...Work at office
$91k - $202.8k
...Business Experience Plan & Administration Advisor Senior At PNC, our people are our... ...together each day to foster an inclusive workplace culture where all of our employees feel respected... ...and to achieve business goals. Consults and influences key decision makers to ensure...Full timeTemporary workPart timeWork experience placementWork at office- ...Business Experience & Plan Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have...Work experience placement
- We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations...
- A leading financial services firm is seeking a dynamic Retirement Plan Sales Consultant in Dallas, Texas. The role involves driving new business by selling various retirement plan solutions. Ideal candidates should have 5+ years of relevant experience, strong industry relationships...
- Join a dynamic team as a Wellness Plan Sales Consultant, introducing businesses to innovative wellness benefits that save costs and enhance employee health. This role offers the flexibility of remote work, with a commission-based structure that allows for scalable income...Remote job
$90k - $140k
...a strong acumen for healthcare sales, relationship building, a consultative style, strong calculation skills, patience for long sales cycles... ...$90,000 - $140,000 plus commission Technology allowance 401(k) plan participation with employer-matched contributions for eligible...Work at officeLocal areaRemote workWork visaFlexible hours$90k - $140k
A health insurance company is searching for an experienced sales professional based in Texas. This remote position focuses on business-to-business sales within the healthcare sector. Candidates should have at least 5 years of sales experience, a strong healthcare sales ...Remote job- Prospere Companies LLC is expanding its elite consulting team in Dallas, Texas, seeking experienced Business Coaches/Consultants focused on helping small to mid-sized businesses maximize profitability and efficiency. This role requires strong business acumen, sales orientation...Hourly payRemote workFlexible hours
- A leading financial services organization is seeking a Financial Professional in Dallas to manage relationships with plan sponsors within the education market. The role involves organizing enrollment for various retirement plans and educating clients on investment strategies...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Workplace Planning Consultant. Be the first to apply!
