Retirement Plan Advisor

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $79.4k - $112.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Advisor

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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, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes • Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans • Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner • Manage meeting schedule, including travel booking • Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants • Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance • Achieve plan level and individual goals to help achieve service level agreements and business results • Participate in client meetings, sales finals, or other external meetings as needed • Work collaboratively 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 relevant financial services experience • Strong presentation skills required • Proficiency in MS Word, Excel, PowerPoint, and Teams required • Strategic thinker who can work independently required • Strong relationship building and territory management skills required • FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred • FINRA fingerprinting required upon hire

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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.