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Retirement Plan Advisor

1 month ago

Charleston, United States Empower Retirement Full time

Looking to make a real difference?

You belong right here.

Come build a rewarding career helping others achieve their financial dream at an organization that values your own long-term success. With your unique talents, you have what it takes to be bold and brilliant in everything you do and reach new heights for a company dedicated to diversity and inclusion, community and you.

If you share that belief, this is where you belong.

Join our team of nearly 8,800 associates across 40 different locations worldwide and start your future today.

Are you passionate about helping people achieve their dreams of a secure retirement? Do you think most people would save more if they understood the levers to achieving their retirement income goals? At Empower Retirement, this is our only mission. Empower is a leading provider of group retirement services, with more than a century of experience providing financial security to people across America, Here is your opportunity to join us as a Retirement Plan Advisor.

This position must be based in Charleston and will work with a major government employer in the area.

What you will do

Elicit actions to help individuals secure a healthy retirement and plan their financial future. Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

  • Develop strategic partnerships with key contacts in each location and agencies within assigned territory

  • Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes

  • Create dynamic business plan and strategy to maximize impact on participants in assigned territory

  • Define a variety of dynamic needs and challenges by using thoughtful analytics

  • Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines

  • Satisfy service level agreements for the plan as well as achieve business results

  • Work collaboratively across internal service and management teams to improve effectiveness


What you will bring

  • Bachelor's degree in Business or Finance; or equivalent work experience

  • 2+ years related experience

  • Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)

  • Strategic thinker who can work independently

  • Strong relationship building and territory management skills

  • Experienced and effective public speaker

  • FINRA Series 6, 63, 65 registrations obtained within 90 days of hire date - current FINRA registrations strongly preferred

  • FINRA fingerprinting upon hire


What will set you apart

  • Experience with retirement planning/financial planning software

  • Proficient in MS Word, Excel, PowerPoint

  • Good working knowledge of the firm's products, the defined contribution business and ERISA


What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions (up to 5), 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 nine 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.


We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.