Banking And Financial Services Jobs in Trinity, NC

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 governmental employees and plan participants in NW North Carolina. 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 work to effectively establish and grow relationships with key stakeholders within the territory assigned.

This Retirement Plan Counselor will work with NC public employees in a 10-county region that includes Winston-Salem, Wilkesboro and Boone.

What you will do

• Develop and facilitate communication and education strategies by conducting virtual and on-site individual and 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 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

• Strong presentation skills required

• Proficiency in MS Word, Excel, PowerPoint and Teams required

• Strong relationship building and territory management skills

• FINRA Series 6 and Series 63 registrations

• FINRA fingerprinting required

What will set you apart

• Working knowledge of Salesforce preferred

• Ability to calculate figures such as interest, proportions, percentages, and fractions required

• Strategic thinker who can work independently

• Practical experience providing high-level, consultative client interactions preferred

• Basic knowledge of defined contribution plans preferred

#PJRPA

***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

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:

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• Flexibility to take part in discussions online or in-person.
• No commute needed if you choose to work from home.
• No minimum hours. You can do this part-time or full-time
• Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
• You get to review and use new products or services before they are launched to the public.

Qualifications:

• Speak and/or read English
• Must be 18yrs old or older
• Must have either a phone, computer or tablet with internet connection

Experience:

• Start Immediately - No Experience Needed! Anyone Can Participate!

Education:

• Open to all education levels - Your opinion matters!

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and start earning extra income today!

Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require no previous experience and offer unmatched flexibility. Choose the studies that suit you best—whether online, in-person, or over the phone—and get paid for sharing your opinions.

Don't miss out on this chance to turn your free time into valuable earnings!

Participants are needed on a wide range of topics such as:

• Health Issues (Research for cures and new medications to treat ailments)
• Consumer Products (Your experience with consumer products)
• Shopping (Shopping experiences)
• Internet Usage (How you use the internet)
• Vehicles (recreational vehicles and automobiles)
• Employment (Various types of jobs or career fields)
• Food & Beverages (the consumption of various foods and beverages)
• Entertainment (About TV, movies or video games)
• Social Media (the use of different social media platforms)
• Financial (Banking and investing)
• Retirement (Planning what, when and how)
• Gender (studies based on your gender)
• Housing (Renters or Homeowners)

Compensation:

• Earn up to $250+ in Just ONE Hour! (Focus Group Session)
• Earn up to $3,000+ (Multi-Session Studies)

Benefits:

• Flexibility to take part in discussions online or in-person.
• No commute needed if you choose to work from home.
• No minimum hours. You can do this part-time or full-time
• Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
• You get to review and use new products or services before they are launched to the public.

Qualifications:

• Speak and/or read English
• Must be 18yrs old or older
• Must have either a phone, computer or tablet with internet connection

Experience:

• Start Immediately - No Experience Needed! Anyone Can Participate!

Education:

• Open to all education levels - Your opinion matters!

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

• Multiple ways to earn: Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
• Total flexibility: Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
• Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
• Instant cash flow: Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
• Quick and easy start: Sign up in minutes and get on the road fast.**
• Simple Process: Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

• 18+ years old*** (21+ to deliver alcohol)
• Any car, scooter, or bicycle (in select cities)
• Driver's license number
• Social security number (only in the US)
• Consistent access to a smartphone

How to Sign Up

• Click “Sign UpApply Now” and complete the sign up process
• Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

• Multiple ways to earn: Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
• Total flexibility: Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
• Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
• Instant cash flow: Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
• Quick and easy start: Sign up in minutes and get on the road fast.**
• Simple Process: Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

• 18+ years old*** (21+ to deliver alcohol)
• Any car, scooter, or bicycle (in select cities)
• Driver's license number
• Social security number (only in the US)
• Consistent access to a smartphone

How to Sign Up

• Click “Sign UpApply Now” and complete the sign up process
• Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

• Multiple ways to earn: Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
• Total flexibility: Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
• Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
• Instant cash flow: Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
• Quick and easy start: Sign up in minutes and get on the road fast.**
• Simple Process: Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

• 18+ years old*** (21+ to deliver alcohol)
• Any car, scooter, or bicycle (in select cities)
• Driver's license number
• Social security number (only in the US)
• Consistent access to a smartphone

How to Sign Up

• Click “Sign UpApply Now” and complete the sign up process
• Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.