[Remote] Retirement Plan Advisor at Empower

San Francisco, California, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Bachelor's degree or equivalent work experience
3-5 years relevant financial services experience
Strong presentation skills
Proficiency in MS Word, Excel, PowerPoint, and Teams
Strategic thinker who can work independently
Strong relationship building and territory management skills
FINRA Series 6, 63, 65 registrations within established timeline
FINRA fingerprinting upon hire
Working knowledge of Salesforce (preferred)
Working knowledge of building blocks for successful retirement planning (preferred)
Basic understanding of defined contribution plans (preferred)
Practical experience providing high-level, consultative client interactions (preferred)

Responsibilities

Conduct Retirement Readiness Reviews and individual meetings with participants to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
Conduct one-on-one virtual and on-site group meetings using various technologies
Manage meeting schedule, including travel booking
Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Document interactions in Salesforce and collect required information for regulatory compliance
Achieve plan level and individual goals to help achieve service level agreements and business results
Participate in client meetings, sales finals, or other external meetings as needed
Work collaboratively across internal service and management teams to improve effectiveness

Skills

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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