Financial Coach at Empower

About the Role

The Financial Coach is responsible for servicing Empower’s workplace participants regarding their investment and financial wellness needs. This role contributes to key growth initiatives including client retention, customer lifetime value, net promoter score, and asset consolidation/growth.

At Empower, we believe transforming financial lives starts with giving our people the freedom to transform their own. We maintain a flexible work environment and celebrate internal mobility. We are committed to purpose, well-being, and work-life balance within our inclusive community, where associates dedicate time to volunteering for causes that matter. Chart your own path and help more customers achieve financial freedom.

What You Will Do

• Primarily focus on providing education, advice, and wellness conversations to assist participants in selecting appropriate financial planning and investment options.
• Manage participants enrolled in in-plan managed account offerings during periods of high volume.
• Utilize online planning tools and conversation guides to enhance customer conversations and experiences.
• Deliver direct advice using Empower’s proprietary financial planning tools, helping customers adopt solutions that are in their best interests.
• Manage inbound queues and appointments to ensure critical service timeframes and maintain high customer experiences, while also being comfortable making necessary outbound calls.
• Strictly adhere to compliance and risk procedures, demonstrating detailed attention to policy and procedures by prioritizing the participant’s best interest.
• Identify, execute, and follow up on opportunities to contract additional client assets while conducting client retirement planning discussions.
• Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
• Meet monthly performance expectations and implement coaching to achieve set goals.
• Advance your career through internal development opportunities and provide direct advice using proprietary tools.

What We Bring To The Table (Requirements)

• A Bachelor’s degree or an equivalent combination of education and professional experience.
• Investment Adviser Representative (IAR) registration is required, obtained through the Series 65 or another qualifying examination or professional designation.
• Completion of FINRA fingerprinting is mandatory.

What Sets You Apart (Preferred Qualifications)

• Demonstrated success in performance roles or other comparable experience.
• Proven ability to manage multiple priorities and handle stressful customer interactions consistently.
• Consultative skills necessary to understand client needs and present customer-focused solutions.
• Familiarity with Microsoft Office software and proficiency in learning new technology systems.
• Availability of a suitable home office space that allows for focused work and being on camera during meetings.
• Previous experience in inbound and outbound phone support roles.
• A standard office environment where the majority of time is spent working on the computer and communicating by phone.
• Limited, infrequent travel may be required.

Disclaimer: This job description is not an exhaustive list of all duties, responsibilities, and qualifications. The employer reserves the right to revise this description at any time. You will be evaluated based on your performance of the tasks listed. This job description is not a contract for employment; employment may be terminated at any time by either party for any reason.

Compensation and Benefits

Base Salary Range: $58,500.00 - $72,000.00. (Note: Non-sales positions have the opportunity to participate in a bonus program. Sales positions may be eligible for sales incentives and a bonus plan.)

Benefits Offered:

• Medical, dental, vision, and life insurance.
• Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, and potential company discretionary contributions, alongside a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment with 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 annually.
• 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) to facilitate inclusion and collaboration.

Work Environment and Logistics

Note: For remote and hybrid positions, candidates must provide reliable high-speed internet with a wired connection and a dedicated space at home for work with minimal disruption. Reliable connectivity must come from a fiber, cable, or DSL internet service provider. Necessary computer equipment will be provided. You may be required to work in the office if you lack an adequate home setup or required internet connection.

Employment Details

• Job ID: R.0057805
• Posted Date: 10/27/2026
• Location: Remote - Nationwide
• Work Schedule Requirement: Must be available to work Monday - Friday schedule for their location, adhering to one of the following time zones: Eastern Time (ET): 12:30 p.m., 9:00 p.m., Central Time (CT): 11:30 a.m., 8:00 p.m., Mountain Time (MT): 10:30 a.m., 7:00 p.m.
• Sponsorship: Applicants must be authorized to work for any employer in the U.S. The company is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.