Talent.com
Financial Consultant
Financial ConsultantEmpower • Charlotte, NC, US
[error_messages.no_longer_accepting]
Financial Consultant

Financial Consultant

Empower • Charlotte, NC, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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 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.

As a Financial Consultant Retirement Plan Advisory Team (RPAT), you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Financial 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 Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive 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 customers retirement savings goals
  • Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
  • Focus on deepening customers 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 & 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
  • This position can be done remotely.

  • 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.
  • #LI- Remote

    #PJFC

    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

    $52,000.00 - $64,000.00

    The 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 workplace

    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.
  • Job Posting End Date at 12 : 01 am on :

    12-31-2025

    Want the latest money news and views shaping how we live, work and play? Sign up for Empowers free newsletter and check out The Currency .

    Workplace Flexibility : Remote - Nationwide

    [job_alerts.create_a_job]

    Financial Consultant • Charlotte, NC, US

    [internal_linking.similar_jobs]
    Financial Restructuring Associate

    Financial Restructuring Associate

    5 Legal • Charlotte, NC, US
    [job_card.full_time]
    Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of their Atlanta, New York, Chicago, Charlotte, or Houston offices. The ideal candidate will have 2-7 ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior - Location Open

    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior - Location Open

    North Carolina Staffing • Charlotte, NC, US
    [job_card.full_time]
    Transformation Architecture And Delivery_ Senior Consultant.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior - Location Open

    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior - Location Open

    Charlotte Staffing • Charlotte, NC, US
    [job_card.full_time]
    Transformation Architecture and Delivery Senior Consultant.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and ta...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Service Consultant - Capital Markets

    Financial Service Consultant - Capital Markets

    SIA • Charlotte, NC, US
    [job_card.full_time]
    Sia is a next-generation, global management consulting group.Founded in 1999, we were born digital.Today our strategy and management capabilities are augmented by data science, enhanced by creativi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Solutions Advisor - Charlotte, NC

    Financial Solutions Advisor - Charlotte, NC

    Bank of America • Cornelius, NC, US
    [job_card.full_time]
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sr Wealth Management Consultant

    Sr Wealth Management Consultant

    Farm Bureau Financial Services • Charlotte, NC, US
    [job_card.full_time] +1
    Must be located in one of the following states or open to relocation Arizona, Iowa, Kansas, Minnesota, Nebraska, New Mexico, South Dakota, Utah, Colorado, Idaho, Oklahoma.We are seeking an extremel...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Service Consultant (AI Trading) -

    Associate Service Consultant (AI Trading) -

    LPL Financial • Fort Mill, SC, US
    [job_card.full_time]
    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Financial Consultant- Huntersville, NC

    VP, Financial Consultant- Huntersville, NC

    Charles Schwab • Huntersville, NC, US
    [job_card.full_time]
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Senior Financial Crimes Consultant

    Senior Financial Crimes Consultant

    Talent Bridge • Charlotte, NC, US
    [job_card.full_time]
    Senior Financial Crimes Consultant.We are seeking a Senior Financial Crimes Consultant to provide expert-level advisory support on complex, enterprise-wide Financial Crimes initiatives.This role wi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Due Diligence Director

    Financial Due Diligence Director

    Grant Thornton LLP • Charlotte, NC, US
    [job_card.full_time]
    Financial Due Diligence Director.As a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full ran...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Leasing Consultant

    Leasing Consultant

    Avenue5 • Charlotte, NC, US
    [job_card.full_time]
    Job Title : Leasing Consultant Salary : $18.Bonus Opportunities + Available Housing Discount Schedule : Saturdays Required | Sunday + 1 Weekday Off. Unlock your potential with Avenue5 Residential.We ta...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Leasing Consultant

    Leasing Consultant

    Weinstein Properties • Charlotte, NC, US
    [job_card.full_time]
    We have a fantastic Leasing Consultant opportunity available!.Weinstein Properties, headquartered in Richmond, Virginia owns and manages over 60 apartment communities in Virginia, North Carolina, T...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Counselor

    Financial Counselor

    Cabarrus Rowan Community Health Centers • Charlotte, NC, US
    [job_card.full_time]
    The Financial Counselor help patients understand and access financial assistance programs like Medicaid and sliding fee scales, assist with applications, and provide education on healthcare costs t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Holistic Financial Representative

    Holistic Financial Representative

    Stone Press Financial Group • Charlotte, NC, US
    [job_card.full_time]
    Do you have an entrepreneurial spirit?.At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    Mood Media • Fort Mill, SC, US
    [job_card.full_time]
    Mood Media is the world’s leading experiential media company, optimizing on-premise retail customer experience and driving significant value for businesses and brands worldwide.With the most ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Controller

    Financial Controller

    Equiliem • Charlotte, NC, US
    [job_card.full_time]
    An Accounts Payable Clerk (onsite).A Staff Accountant …and will play a major role in growing the accounting department as the company expands. Financial Reporting & General Ledger Oversight.Over...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Controller

    Financial Controller

    Krafted • Charlotte, NC, US
    [job_card.full_time]
    Salary : $75,000 - $80,000.Our curated suite of branded solutions is designed to stand alone or seamlessly complement existing food services, enhancing. At Krafted, we're not just serving fo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Oracle Cloud Financials Consultant

    Oracle Cloud Financials Consultant

    VirtualVocations • Charlotte, North Carolina, United States
    [job_card.full_time]
    A company is looking for an Oracle Cloud Financials Functional Consultant.Key Responsibilities Lead the migration from legacy ERP to Oracle Cloud ERP Financials, acting as a liaison between finan...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]