Retirement Plan Advisor – Spanish

🕒 Yesterday

🏄 California, Colorado – Remote

🏄 California – Remote ⛰️ Colorado – 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, individual meetings, and group presentations for targeted participants • Improve retirement outcomes through consultative participant conversations • Develop and maintain strategic partnerships with 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 improve retirement income objectives • Document interactions in Salesforce and collect information for regulatory compliance • Achieve plan-level and individual goals and service-level agreements • Participate in client meetings, sales finals, and external meetings as needed • Collaborate across internal service and management teams • Assist the Relationship Management team in establishing and maintaining stakeholder relationships • Work with plan participants on the West Coast • Travel occasionally between Colorado and California

🎯 Requirements

• Bachelor's degree or equivalent work experience in lieu of a degree • 3–5 years of relevant financial services experience • Spanish bilingual skills required • Strong presentation skills • Proficiency in MS Word, Excel, PowerPoint, and Teams • Ability to think strategically and 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 • Reliable high-speed internet with a wired connection and a minimally disrupted home workspace required for remote work

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary retirement 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 and 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) • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Flexible work environment • Reliable high-speed internet and a wired connection required; necessary computer equipment provided