Strategic Retirement Plan Advisor

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧐 Strategy

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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 in-depth advice conversations to assess participants’ overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness • Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance • Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change • Lead one-on-one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices • Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up strategies • Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals • Build and maintain strategic partnerships internally and externally • Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions

🎯 Requirements

• Bachelor’s degree or equivalent experience preferred • 7+ years of relevant financial services experience • FINRA Series 6, 63 and 65 registrations required • Strong interpersonal, communication, and presentation skills • Strategic thinker with the ability to work independently and manage a personal book of business • Deep understanding of defined contribution plans, financial planning principles, and investment management topics • Ability to travel to client sites as necessary (up to 50%) • 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.