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Retirement Services Counselor I

$64.3k - $90.85k

Downtown Boulder Partnership

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. We have a flexible work environment, and fluid career paths. 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. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

This Retirement Plan Counselor will work with public employees throughout Alaska, in person and virtually, and must be based in either Anchorage or Juneau with the ability to travel within Alaska as necessary.

Develop strategic relationships with site contacts within their assigned territory

Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness

Act as the 'voice of the customer' by relaying important client feedback obtained during on‑site visits to the appropriate Retirement Services area (e.g., Minimum 3 - 5 years financial services/retirement experience

Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities

Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts

Have experience with a consultative needs‑based approach helping people plan for retirement

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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. 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.

We 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.

Remote - Must reside within territory

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Vacancy posted 1 day ago
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