Retirement Plan Advisor
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Job Description
Retirement Plan Advisor guiding New Hampshire public employees through retirement planning and presentations. Supporting Empower’s government 457 plans, stakeholder relationships, compliance, and participant outcomes.
Responsibilities:
- Conduct Retirement Readiness Reviews and other individual meetings and group presentations with targeted participants
- Develop and maintain strategic partnerships with key stakeholders in assigned territory or employer-sponsored plans
- Conduct one-on-one virtual and on-site group meetings using various technologies
- Manage meeting schedules, including travel booking
- Create and execute business plans and tactics to improve retirement income outcomes
- Document interactions in Salesforce and collect information for regulatory compliance
- Achieve plan-level and individual goals, service-level agreements, and business results
- Participate in client meetings, sales finals, and other external meetings as needed
- Collaborate across internal service and management teams to improve effectiveness
- Assist the Relationship Management team in establishing and maintaining stakeholder relationships
Requirements:
- Bachelor's degree or equivalent work experience in lieu of a degree
- 3–5 years relevant financial services experience
- Strong presentation skills
- Proficiency in MS Word, Excel, PowerPoint, and Teams
- Ability to work independently as a strategic thinker
- Strong relationship-building and territory-management skills
- FINRA Series 6, 63, and 65 registrations required within established timeline; current FINRA registrations strongly preferred
- FINRA fingerprinting required upon hire
- Working knowledge of Salesforce preferred
- Working knowledge of building blocks for successful retirement planning preferred
- Basic understanding of defined contribution plans preferred
- Practical experience providing high-level, consultative client interactions preferred
- Must be authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover of sponsorship, including CPT/OPT
- Must reside in the assigned New Hampshire territory and be able to travel as needed
- Reliable high-speed wired internet and an appropriate home workspace required 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
- Flexible work environment
- Other necessary computer equipment provided for remote and hybrid positions
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