Virtual Education Counselor- Bilingual

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

This position is responsible for delivering education and enrollment presentations to new and existing defined contribution 401(k), 403(b) and 457 clients through group presentations, some one-on-one's and other marketing avenues. Majority of the participant education will be delivered virtually.

There may be occasional support onsite for local meetings, as needed. The Counselor will leverage Empower’s industry leading technology and tools to drive results and help employees strive for a successful retirement. This position will also assist the Client Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

Candidate must be fluent in Spanish.

What You Will Do

• Other duties as assigned.
• Facilitates a communication and education strategy by conducting group meetings (with the possibility of some one-on-one’s); in person, via the web, or in recorded presentations. Majority of the delivery will be done virtually.
• Manages meeting assignment schedule, including travel booking.
• Regularly reports meeting information and enters details into proprietary reporting systems (meeting tracker, etc).
• Improves opportunities for the plan’s health and performance.
• Assists in maintaining & retaining existing client relationships.
• Provides feedback to Client Management about what communication materials/strategies are working or not working with a plan and assisting in identifying alternatives.
• Assists in developing communication and education strategies.
• High-performing individual who provides consultative expertise to employees to increase participation and enrollment.

What You Will Bring

Bachelor's Degree preferred

Registrations / Certifications / Licensing Required

FINRA Series 6 and Series 63 registrations required within corporate-established timelines

FINRA fingerprinting required

What Will Set You Apart

• Minimum 2 years of related experience
• Proficient in MS Word, Excel, PowerPoint
• Bi-lingual preferred
• Good working knowledge of the firm's products, the defined contribution business, and ERISA
• Ability to calculate figures and amounts such as discounts, interest, proportions, percentages, and fractions
• Working Conditions/Physical Requirements: Normal Office Working Conditions. Limited travel may be required
• Presentation skills (to groups or individuals) required

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.

• 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
• 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. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business-casual environment that includes the option to wear jeans
• Medical, dental, vision and life insurance
• Tuition reimbursement up to $5,250/year
• 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

The salary range below 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.

Base Salary Range

$ 49,800.00-68,400.00

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.

***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.***