Strategic Retirement Plan Advisor

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

📋 Description

• Engage in comprehensive advisory discussions to evaluate participants' overall financial health, encompassing retirement preparedness, investment management, household financial strategies, and general financial wellness.

• Employ proprietary financial planning software to provide thorough investment evaluations and impartial recommendations aligned with participant objectives and risk profiles.

• Tailor and execute actionable financial plans utilizing analytical tools to identify needs, while following up to encourage sustainable financial behavior changes.

• Conduct individual consultations and group educational sessions, both virtually and in person, addressing subjects such as retirement planning, fundamental investing, and best practices in financial wellness.

• Record participant interactions, advice, and recommendations in Salesforce, ensuring compliance and consistent follow-up strategies.

• Achieve quantifiable results by meeting or surpassing service level agreements (SLAs), fulfilling client expectations, and reaching annual performance targets.

• Establish and nurture 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).

• Work collaboratively with Empower Personal Wealth to refer participants whose needs correspond with Empower’s wealth management offerings.

⛳️ Requirements

• Bachelor's degree or comparable experience preferred.

• Over 7 years of pertinent financial services experience.

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

• Excellent interpersonal, communication, and presentation abilities.

• Strategic thinker capable of working independently and managing a personal portfolio.

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

• Willingness to travel to client locations as needed (up to 50%).

• FINRA Fingerprinting required upon employment.

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

• Proficient in investment planning tools and financial wellness platforms.

• Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams.

• Familiarity with Salesforce or other CRM systems.

🏝️ 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 diverse investment lineup.

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

• Business-casual environment that allows for wearing jeans.

• Generous paid time off upon hiring – including a paid time off program, 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 promote inclusion and collaboration within our business and the communities in which we live, work, and play. BRGs are open to all.