Strategic Retirement Plan Advisor

Job not on LinkedIn

🔥 6 minutes ago

🇺🇸 United States – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🦅 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

• Guide individuals in employer-sponsored retirement plans toward long-term financial success • Conduct in-depth advice conversations assessing retirement readiness, investment management, household financial planning, and financial wellness • Use proprietary financial planning software to deliver investment reviews and objective recommendations tailored to participant goals and risk tolerance • Customize and implement actionable financial plans using analytical tools • Follow up to promote long-term financial behavior change • Lead one-on-one consultations and group education sessions, both virtual and in-person • Cover retirement planning, investing fundamentals, and financial wellness best practices • Document participant interactions, advice, and recommendations in Salesforce • Ensure compliance and consistent follow-up strategies • Meet or exceed service level agreements, client expectations, and annual performance goals • Build strategic partnerships with internal teams and external HR and benefits coordinators • Collaborate with Empower Personal Wealth to refer participants to wealth management solutions • Support virtual and in-person consultations across an assigned geographic and/or client-based territory

🎯 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 thinking and 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 • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • 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 • 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, and a broad investment lineup • 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) open to all • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Reliable high-speed internet and wired connection required for remote/hybrid positions • Necessary computer equipment provided

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