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Remote Retirement Consultant Jobs (NOW HIRING)

Consulting Expert

$20 - $100/hr

This is a unique opportunity to apply your management consulting expertise toward shaping and ... Remote (flexible, work from anywhere) Benefits Compensation: $80 to $120 per hour, plus equity ...

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Remote Retirement Consultant information

What are Remote Retirement Consultants?

Remote Retirement Consultants are professionals who offer guidance and advice on retirement planning, investment strategies, and pension options while working remotely, typically from home or another off-site location. They assist clients in understanding their retirement savings options, maximizing benefits, and creating personalized retirement plans. These consultants communicate with clients via phone, video calls, or online platforms, making their services accessible regardless of geographic location.

What are the key skills and qualifications needed to thrive as a Remote Retirement Consultant, and why are they important?

To thrive as a Remote Retirement Consultant, you need a solid understanding of retirement planning, financial products, regulations, and typically a bachelor's degree in finance or a related field along with relevant certifications such as FINRA Series 65 or Certified Retirement Counselor (CRC). Proficiency with retirement planning software, CRM platforms, and secure virtual communication tools is essential. Strong interpersonal skills, active listening, and the ability to explain complex concepts clearly help build trust with clients remotely. These abilities are crucial for delivering effective, compliant advice and fostering long-term client relationships in a virtual environment.

What is the difference between Remote Retirement Consultant vs Remote Financial Advisor?

AspectRemote Retirement ConsultantRemote Financial Advisor
CertificationsCertified Retirement Counselor (CRC), CFP often preferredCFP, CFA, or similar financial planning certifications
Work EnvironmentClient consultations, plan analysis, remote supportFinancial planning, investment advice, client meetings
Industry UsageRetirement planning firms, insurance companies, financial servicesFinancial planning firms, banks, independent advisors
Search & Comparison IntentFocus on retirement-specific planning and guidanceBroader financial planning and investment management

Remote Retirement Consultants specialize in retirement planning, focusing on retirement income strategies and pension options, often requiring certifications like CRC or CFP. Remote Financial Advisors provide comprehensive financial advice, including investments and estate planning, with similar certifications. While both roles work remotely and serve clients in the financial industry, Retirement Consultants focus specifically on retirement solutions, whereas Financial Advisors cover a broader range of financial services.

What are some common challenges faced by Remote Retirement Consultants when working with clients virtually?

Remote Retirement Consultants often face challenges in building rapport with clients and ensuring clear communication without in-person meetings. Navigating different client time zones and schedules can add complexity to appointment coordination. Additionally, explaining complex retirement options or financial products over video or phone requires strong digital communication skills and the ability to simplify information. Successful consultants leverage secure digital tools and prioritize proactive follow-up to maintain trust and clarity throughout the planning process.
More about Remote Retirement Consultant jobs
What cities are hiring for Remote Retirement Consultant jobs? Cities with the most Remote Retirement Consultant job openings:
What are the most commonly searched types of Retirement Consultant jobs? The most popular types of Retirement Consultant jobs are:
What states have the most Remote Retirement Consultant jobs? States with the most job openings for Remote Retirement Consultant jobs include:
What job categories do people searching Remote Retirement Consultant jobs look for? The top searched job categories for Remote Retirement Consultant jobs are:
Infographic showing various Remote Retirement Consultant job openings in the United States as of July 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% Remote job distribution.

Equity Compensation Consultant

Empower Careers

Stamford, CT โ€ข Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post hasย expired today.ย Applications are no longer accepted.


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.

As an Equity Compensation Consultant in Empower's Equity Stock Plan Services team, you will act as a trusted guide to employee shareholders, providing personalized education and support across a wide range of equity plan typesโ€”including RSUs, stock options, performance awards, SARs, and ESPPs. You will help participants understand, access, and maximize the value of their equity compensation as part of their broader financial wellness journey. This role is ideal for professionals who are passionate about financial education, thrive in dynamic environments, and are motivated to make a meaningful impact on the financial confidence and literacy of employee shareholders.

The core business hours for the Equity Stock Plan Services team are 8am โ€“ 8pm EST. Candidates must be able to work shifts between those hours.

What you will do

  • Serve as the primary point of contact for shareholders, providing exceptional service through inbound phone and email inquiries

  • Educate participants on their equity compensation plans and help them connect plan value to broader financial wellness goals

  • Simplify complex topics such as vesting, taxation, and exercise options into clear, actionable guidance

  • Take ownership of shareholder inquiries, ensuring resolution through collaboration with internal partners and support teams

  • Support equity-related transactions such as account setup, ESPP enrollment, and trade execution

  • Proactively reach out to participants to address questions and provide clarity on plan activity and account management

  • Ensure full compliance with FINRA, SEC, and Empower regulatory standards across all interactions and processes

  • Contribute to the continuous improvement of participant education programs and operational workflows

  • Act as a peer mentor by sharing best practices and fostering a collaborative team environment

  • Maintain awareness of evolving industry trends, regulations, and product enhancements to provide up-to-date guidance

What you will bring

  • Bachelorโ€™s degree or equivalent experience

  • FINRA Series 7 and 63 required; Series 65 (or 66) required within corporate-established timelines

  • FINRA fingerprinting required

  • Certified Equity Professional (CEPยฎ) Level 1 required or must be completed within 6โ€“12 months of hire

  • 1โ€“2 years of experience in equity compensation, financial services, or a related role

  • Solid understanding of equity compensation vehicles including RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs

  • Strong understanding of financial planning concepts and ability to connect equity topics to overall financial wellness

  • Proficiency with CRM systems, stock plan platforms, Microsoft Office, and reporting tools

  • Demonstrated professionalism, dependability, and strong ethical standards

  • Ability to work effectively in a fast-paced, remote environment with excellent time management and multitasking skills

What will set you apart

  • Experience working in stock plan administration, equity plan consulting, or a financial call center supporting stock plan participants

  • Ability to explain complex financial concepts clearly and compassionately to participants at all levels of financial literacy

  • Proven ability to collaborate across teams and deliver results in a dynamic, growing environment

  • Demonstrated success in identifying and implementing process improvements

  • Strong attention to detail and a commitment to delivering high-quality service

  • Adaptability and resilience in managing shifting business priorities and participant needs

  • Excellent interpersonal and written communication skills with a client-first approach

  • Commitment to continuous learning and professional growth within the equity compensation field

  • Passion for Empowerโ€™s mission of improving financial confidence and helping clients achieve long-term success

#LI-Remote

#PJPW

***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 โ€“ 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 โ€“ including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time โ€” 16 hours per calendar year
  • Leave of absence programs โ€“ including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) โ€“  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 โ€ข  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:

07-17-2026

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Workplace Flexibility: Remote - Nationwide