Retirement Plan Advisor

🕒 Yesterday

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $79.4k - $112.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Conduct Retirement Readiness Reviews and other individual meetings and group presentations with targeted participants • Use consultative expertise to improve retirement outcomes • Develop and maintain strategic partnerships with key stakeholders within the assigned territory or employer-sponsored plans • Conduct one-on-one virtual and on-site group meetings using various technologies • Manage meeting schedules, including travel booking • Create and execute business plans and tactics to drive positive retirement income objectives • Document interactions in Salesforce and collect required information for regulatory compliance • Achieve plan-level and individual goals to meet service level agreements and business results • Participate in client meetings, sales finals, and other external meetings as needed • Collaborate across internal service and management teams to improve effectiveness

🎯 Requirements

• Bachelor's degree or equivalent work experience in lieu of a degree • 3–5 years of relevant financial services experience • Strong presentation skills • Proficiency in MS Word, Excel, PowerPoint, and Teams • Strategic thinker able to work independently • Strong relationship-building and territory-management skills • FINRA Series 6, 63, and 65 registrations required within the established timeline • Current FINRA registrations strongly preferred • FINRA fingerprinting required upon hire • Working knowledge of Salesforce preferred • Working knowledge of building blocks for successful retirement planning preferred • Basic understanding of defined contribution plans preferred • Practical experience providing high-level, consultative client interactions preferred • Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable high-speed internet with a wired connection and a suitable home workspace for remote work

🏖️ Benefits

• 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 • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays • Three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Reliable high-speed internet and wired connection required; necessary computer equipment provided • Opportunity to participate in a bonus program • Sales incentives and, in some instances, a bonus plan