Talent Apply
Log in
All jobs
E

Retirement Plan Counselor

Empower
remoteUSD 65,600 - 92,675 / year
Bay Area, California Posted Sep 4, 2026

About this role

Retirement Plan Counselor - Bay Area

Must be fluent in Spanish and reside in the Bay Area

What you will do

  • Develop and facilitate communication and education strategies by conducting one-on-one 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

Read the full description on TalentApply

Create a free account to see the complete job description, how well your CV matches this role, and apply in one click.

Clean up your CV

AI rewrites and formats your CV so it reads well and gets past screeners.

See how you score

Get your match percentage for this exact role before you spend time applying.

Apply professionally

Send a polished application in one click — no retyping the same details.

Track it easily

Follow every application in one place instead of digging through your inbox.

Free account · No card required

Your next opportunity starts here

Prepare, apply, track, interview and get hired — all from one platform, with AI in your corner.

Download app