Strategic Retirement Plan Advisor
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Job Description
Strategic Retirement Plan Advisor guiding individuals in employer-sponsored retirement plans towards financial success. Utilizing data-driven insights and personalized strategies for financial wellness in the United States.
Responsibilities:
- 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
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 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
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- Tuition reimbursement up to $5,250/year
- 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
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