Retirement Plan Counselor- Virginia
EmpowerSalary not specified
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries
Requirements
- CFP® designation
- MST or PST Location preferred
- 15+ years of member-facing financial planning experience with a significant focus on pre-retirement and retirement planning
- Exceptional follow-up and typing/written communication skills
- Excellent interpersonal skills and ability to build connections with members
- Flexibility with hours to accommodate member meetings 2 nights per week
- Excellent computer skills and the ability to learn
Responsibilities
- Conduct 4-6 virtual member meetings per day to help them achieve their retirement goals by acting as a financial life coach, motivating them to take action to progress their plan
- Deeply focus on pre-retiree/retiree issues, including Social Security claiming strategies, Medicare options, coordinating income sources (pensions, annuities, portfolios), and estate plan integration
- Build trust and credibility in order to foster strong, long-term relationships with members remotely and provide a consistent, high-quality member experience with each interaction
- Motivate members to take action on any appropriate recommendations, emphasizing the importance of integrated solutions like tax-optimized investment withdrawals as a core part of their retirement plan
- Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency
Skills
Facet
AI platform for professional image generation
About Facet
Facet provides a collaborative platform for generating high-quality images using AI technology. It is designed for creative professionals such as graphic designers, photographers, and digital artists who need customizable images for their projects. Users can access advanced AI tools through a subscription model, which allows them to generate and refine images efficiently. Facet differentiates itself from competitors by focusing on a user-friendly experience that enhances both productivity and creativity. The company's goal is to empower creative professionals by streamlining the image creation process, making it easier for them to produce the visuals they need.
San Francisco, CaliforniaHeadquarters
2017Year Founded
$15.1MTotal Funding
EARLY_VCCompany Stage
Consumer Software, AI & Machine LearningIndustries
1-10Employees
Benefits
Competitive salary & equity
Paid parental leave
Three weeks paid vacation
Medical, dental, vision insurance & OneMedical membership
Order any work-related books on the company's Amazon account.
Flexible working hours
Relocation assistance
Yearly stipend for learning & development.
Commuter benefits including a monthly ride-sharing stipend
Risks
Emerging competition from companies like RunwayML could impact Facet's market share.
Open-source AI models may reduce the value of Facet's technology.
Stricter regulations on data privacy and ethical AI could affect Facet's operations.
Differentiation
Facet offers a collaborative platform for professional image generation.
Facet's AI tools enable efficient image generation and refinement.
Facet provides subscription-based access to advanced AI tools for creative professionals.
Upsides
AI-driven image synthesis is integrating with AR/VR for immersive experiences.
Demand for AI tools with real-time collaboration features is growing.
AI-generated art is gaining acceptance in traditional art spaces.
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