Strategic Retirement Plan Advisor

This is a fully remote position, open to applicants in Texas.

📋 Description

• Engage in comprehensive advisory discussions to evaluate participants’ readiness for retirement, investment management, household financial planning, and overall financial wellness.

• Utilize proprietary financial planning software to provide investment assessments and impartial recommendations aligned with participant objectives and risk tolerance.

• Tailor and execute actionable financial plans using analytical instruments.

• Follow up to encourage sustainable changes in financial behavior.

• Conduct individual consultations and group educational sessions both virtually and in-person.

• Record participant interactions, advice, and recommendations in Salesforce.

• Ensure adherence to compliance standards and maintain consistent follow-up strategies.

• Meet or surpass service level agreements, client expectations, and annual performance goals.

• Forge strategic partnerships with internal teams as well as external HR and benefits coordinators.

• Collaborate with Empower Personal Wealth to direct participants towards wealth management solutions.

⛳️ Requirements

• Bachelor’s degree or equivalent experience is preferred.

• Over 7 years of pertinent experience in financial services.

• Required registrations: FINRA Series 6, 63, and 65.

• Excellent interpersonal, communication, and presentation skills.

• Capability to work autonomously and manage a personal portfolio of clients.

• Profound knowledge of defined contribution plans, financial planning principles, and investment management topics.

• Willingness to travel to client sites as needed, up to 50%.

• FINRA Fingerprinting is required upon hiring.

• Experience in sales and/or wealth management is preferred.

• Proficiency in investment planning tools and financial wellness platforms.

• Competent in Microsoft Word, Excel, PowerPoint, and Teams.

• Familiarity with Salesforce or similar CRM systems.

• Must have authorization to work for any employer in the United States.

• Unable to sponsor or assume sponsorship of an employment visa, including CPT/OPT.

• Reliable high-speed internet with a wired connection and a conducive home workspace is required for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan with generous company matching contributions up to 6%.

• Financial advisory services available.

• Possible discretionary retirement contributions from the company.

• Extensive investment options.

• Tuition reimbursement of up to $5,250 per year.

• Business-casual work environment with the freedom to wear jeans.

• Generous paid time off granted upon hire.

• Paid time off program available.

• Ten paid company holidays each year.

• Three floating holidays every calendar year.

• Paid volunteer time of 16 hours annually.

• Paid parental leave is offered.

• Short- and long-term disability coverage paid by the employer.

• Family and Medical Leave (FMLA) provisions.

• Participation in Business Resource Groups (BRGs).

• Provision of reliable high-speed internet and a home workspace setup; necessary computer equipment is supplied for remote and hybrid roles.

• Opportunity for bonus programs in non-sales positions.

• Sales incentives, along with a bonus plan in certain instances for sales positions.