Strategic Retirement Plan Advisor

🕒 vor 8 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $87.400 - $123.400 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

🧐 Strategie

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Empower

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

💸 Finanzen

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower ist ein führender Anbieter von Finanzdienstleistungen, der sich darauf konzentriert, Einzelpersonen und Organisationen dabei zu helfen, finanzielle Freiheit durch Altersvorsorge und Investmentmanagement zu erreichen. Mit über 19 Millionen Kunden in den USA bietet Empower eine umfassende Palette an finanzbezogenen Dienstleistungen an, darunter intelligente Planung und Anlageberatung sowie Tools wie das Empower Personal Dashboard™ für einen vollständigen Finanzüberblick. Das Unternehmen ist bekannt als führender Anbieter von Altersvorsorgeplänen und arbeitet eng mit privaten Anlegern, Arbeitsplatzsparer, Plan-Sponsoren und Finanzfachleuten zusammen. Empower wird auch für Initiativen in den Bereichen Diversity, Equity, Inclusion anerkannt und hat ein soziales Engagement, das die Wirkung in der Gemeinschaft stärkt.

Beschreibung

• 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 (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups) • Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions

🎯 Anforderungen

• 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 • Experience in sales and/or wealth management preferred • Proficiency with investment planning tools and financial wellness platforms • Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams • Familiarity with Salesforce or other CRM systems

🏖️ Vorteile

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Tuition reimbursement up to $5,250/year • Business-casual environment that includes 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 • 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.