{"id":368131,"url":"https://alion.io/job/empower-retirement-planner","title":"Retirement Planner","company":{"id":3694,"name":"Empower","domain":"empower.com","url":"https://alion.io/company/empower","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":94,"open_postings":24,"ghost_share":0.125,"stale_share":0.042,"repost_share":0.167,"time_to_fill_p50_days":14,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Greenwood Village, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":78000,"currency":"USD","period":"year","gross":null,"usd_annual":78000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-02T00:00:00Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-10-31T04:39:51Z","board_verified":true,"closed_at":null,"days_open":59,"trust":{"level":"ghost","repost_count":3,"flags":["repost"],"days_open":59},"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.\nChart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.\nA successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in our Advisory Services and often referring them to other teams in the company.\nCandidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):\n Eastern Time (ET): 12:30 p.m. - 9:00 p.m.\n Central Time (CT): 11:30 a.m. - 8:00 p.m.\n Mountain Time (MT): 10:30 a.m. - 7:00 p.m.\nWhat you will do:\nSupport managed account campaigns from an inbound/outbound call perspective with the goal of educating participants. \nIdentify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management.\nAdhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest.\nDocument information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls.\nAct in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.\nEnroll participants in the managed account offering in the Empower Retail account.\nWhat you will bring:\n2 years’ financial industry experience\nFINRA 7, 63 and 65 (or 66) registrations required\nFINRA fingerprinting required \nGoals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts\nWhat will set you apart:\nBachelor’s Degree and/or equivalent work experience\nFully licensed candidates are preferred\nChartered Retirement Planning Counselor (CRPC) Designation preferred\nBring a positive attitude, ability to converse with clients and be open to coaching and feedback\n***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.***\n#PJPW\nWhat we offer you\nWe 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.\nMedical, dental, vision and life insurance\nRetirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup\nTuition reimbursement up to $5,250/year\nBusiness-casualenvironment that includes the option to wear jeans\nGenerous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year\nPaid volunteer time - 16 hours per calendar year\nLeave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)\nBusiness 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.\n Base Salary Range\n$60,000.00 - $78,000.00The 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.\nEqual opportunity employer\nDrug-free workplace\nWe 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.\n***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.***\nJob Posting End Date at 12:01 am on:\n10-30-2026Want the latest money news and views shaping how we live, work and play? Stay in the know withThe Currency and sign up for Empower’s free newsletter.","description_format":"text","description_chars":5925,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Life insurance","Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-09-05T20:15:58Z"},{"event":"close","at":"2026-09-11T16:35:43Z"},{"event":"reopen","at":"2026-09-16T22:37:12Z"},{"event":"close","at":"2026-09-26T14:47:24Z"},{"event":"reopen","at":"2026-10-19T15:37:28Z"},{"event":"close","at":"2026-10-25T15:31:19Z"},{"event":"reopen","at":"2026-10-28T01:22:03Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":3,"band":"cold","label":"Long shot","p_open":1,"p_active":0.123,"p_room":0.28,"age_days":59,"expected_fill_days":14,"reasons":["conf:1","repost:3","velocity","ghost","win:tail","crowd:junior"],"computed_at":"2026-10-31T05:58:55Z"},"pay":{"stated_usd_annual":78000,"is_top_pay":true},"html_url":"https://alion.io/job/empower-retirement-planner","json_url":"https://alion.io/job/empower-retirement-planner.json","meta":{"generated_at":"2026-10-31T12:14:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":18846,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3694},"rest":"https://alion.io/mcp/rest/get_company?id=3694"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fempower-retirement-planner"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fempower-retirement-planner"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fempower-retirement-planner"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/empower-retirement-planner\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fempower-retirement-planner"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":368131}},{"tool":"search_jobs","arguments":{"company":"empower.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":368131},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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