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Raymond James
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$60k–$84k/yr
Full-time
bachelor degree
Medical insurance, Dental insurance, Vision insurance, Life insurance, 401(k) plan, Financial advisory services
Posted 7d ago
Apply by Aug 27
~40 hrs/week
Remote in Salt Lake City, Utah, United States
Responsibilities
The Retirement Plan Counselor delivers on-site and virtual education and enrollment presentations to plan participants while driving measurable actions like deferral increases and rollovers. They also manage relationships with key stakeholders and plan sponsors to ensure successful participant outcomes within their assigned territory.
Requirements
Candidates must have 2-4 years of relevant financial services experience and be fluent in Spanish. A bachelor's degree is required or equivalent experience, along with the ability to obtain FINRA Series 6 and 63 registrations.
Full 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.
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower’s industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
What you will do
Develop and facilitate communication and education strategies by conducting virtual and on-site group meeting by using various technologies in a professional manner
Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
Achieve business results and facilitate impactful conversations while meeting service level agreements
Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
Manage meeting schedule, including travel booking
Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
Attend client meetings with other service team members
May be asked to participate in finals presentations for new prospects based on the demands of the territory
What you will bring
Bachelor's degree and or equivalent experience considered in lieu of a degree
2 – 4 years relevant financial services experience
Bilingual Spanish skills required
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
Strong relationship building and territory management skills
Overnight travel required
Overall, 50 - 60% travel
FINRA Series 6 and Series 63 registrations within established timelines required
FINRA fingerprinting required
What will set you apart
Working knowledge of Salesforce preferred
Strong public speaking experience
Ability to calculate figures such as interest, proportions, percentages, and fractions required
Basic knowledge of defined contribution plans preferred
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.
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
$59,700.00 - $84,300.00
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:
08-27-2026
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Related keywords
Retirement Plan Counselor401(k)403(b)457 planDefined contribution plansFINRA Series 6FINRA Series 63SalesforceFinancial servicesBilingualPublic speakingConsultativeTerritory managementEnrollmentRelationship managementStakeholder engagement
At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.
It’s been an incredible journey so far, but our story is just getting started.
From the very beginning, we’ve prided ourselves on putting our customers first in everything we do — which will never change. The genesis of Empower dates back to 1891, when our parent company was founded as an insurance firm on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014. Our past is a big part of who we are as a business, but we continue to invest heavily in our current principles and future endeavors.
Today, as the second-largest recordkeeper¹ in the U.S. and a comprehensive wealth management leader, we proudly serve more than 19 million individuals and over 88,000 different organizations.²
With a constant commitment to growth, innovation and technology, we are fully dedicated to transforming the lives of all Americans. Our personalized tools and solutions are aimed at helping everyone improve their financial confidence so they can pursue their passions and reach their unique goals.
That’s our promise.
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Disclosures: https://www.empower.com/social-media/
¹Pension & Investments DC Recordkeeper Survey (2024). Ranking measured by total number of participants as of December 2023.
²As of March 31, 2025.
Offices: 8515 E. Orchard Road, Greenwood Village, CO 80111, US
How much do Finance & Accounting jobs in Salt Lake City, UT pay?
Based on 302 listings with disclosed salaries, most finance & accounting jobs in Salt Lake City, UT pay between $38k–$160k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Salt Lake City, UT right now?
There are currently 669 open finance & accounting positions in Salt Lake City, UT listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Salt Lake City, UT?
Companies currently hiring include Goldman Sachs, iCapital, Brex, Ford Motor Company, Regions Bank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Salt Lake City, UT?
Yes — 298 of the 669 open finance & accounting positions offer remote or hybrid work (77 remote, 221 hybrid).
How do I apply for Finance & Accounting jobs in Salt Lake City, UT?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.