Retirement Plan Advisor

3 months ago

SAN JOSE, United States Empower Full time

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Retirement Plan Advisor, you will help individuals using Empower, as their retirement provider through their employer, build a healthy retirement and plan their financial future. You’ll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. You’ll achieve these goals by meeting with individuals in person and virtually in your assigned territory.

This Retirement Plan Advisor will work with participants in the Western part of the Bay Area (South San Francisco, San Mateo, San Jose) and must reside and be able to travel within this territory. This is not a fully remote position. 50% of the time will be in person with clients in the West Bay.

What you will do  

  • 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 

  • 2+ years related experience

  • Bachelor's degree or equivalent experience

  • FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)

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

  • Strong relationship building and territory management skills

  

What will set you apart 

  • Current FINRA registrations strongly preferred

  • Experience with retirement planning/financial planning software

  • Strategic thinker who can work independently

  • Experienced and effective public speaker

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

#PJRPA

***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.***

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 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) - 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.

Base Salary Range

$83,300.00 - $117,650.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

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 age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

09-28-2024

Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Workplace Flexibility: Remote - Must reside within territory

  • Retirement Plan Specialist

    1 month ago

    San Francisco, United States Compass Retirement Consulting GroupCompass 360, LLC Full time

    Job SummaryThe Client Liaison will serve as the primary point of contact for 3(16) concierge fiduciary services on an assigned book of business, ensuring data is received, transmitted, and communicated effectively and accurately. They will provide execution and resolution throughout the service cycle with a focus on payroll, collaborating with other team...

  • Retirement Plan Liaison

    4 weeks ago

    San Francisco, United States Compass Retirement Consulting GroupCompass 360, LLC Full time

    Job SummaryThe Client Liaison will serve as the primary point of contact for 3(16) concierge fiduciary services on an assigned book of business, ensuring effective and accurate data transmission and communication. This role requires collaboration with team members and the use of email and the telephone to meet plan sponsor, participant, advisor, and vendor...

  • Retirement Plan Director

    4 weeks ago

    San Antonio, Texas, United States FCE Benefit Administrators, Inc. Full time

    Retirement Plan DirectorFCE Benefit Administrators, Inc. is seeking a highly skilled and experienced Retirement Plan Director to oversee the administration, regulatory compliance, and financial performance of our Pooled Employer Plan (PEP). The ideal candidate will be responsible for ensuring the plan complies with all federal and state regulations, managing...

  • Retirement Plan Director

    1 month ago

    San Antonio, Texas, United States FCE Benefit Administrators, Inc. Full time

    Retirement Plan DirectorFCE Benefit Administrators, Inc. is seeking a highly skilled and experienced Retirement Plan Director to oversee the administration, regulatory compliance, and financial performance of our Pooled Employer Plan (PEP). The ideal candidate will be responsible for ensuring the plan complies with all federal and state regulations, managing...

  • Retirement Planning Administrator

    3 weeks ago

    San Francisco, CA, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Financial Services Representative

    4 weeks ago

    San Jose, California, United States NIM Retirement Group Full time

    Junior Advisor RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Junior Advisor at NIM Retirement Group in San Jose, CA. As a Junior Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Analyze...

  • Junior Advisor

    4 weeks ago

    San Jose, United States W3Global Inc Full time

    Job DescriptionJob DescriptionAre you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you!...

  • Financial Advisor

    2 weeks ago

    San Jose, United States MassMutual Northern California Full time

    MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo We're looking for both experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better...

  • Financial Advisor

    3 weeks ago

    San Jose, United States MassMutual Northern California Full time

    MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San MateoWe're looking for both experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place...

  • UHNW Wealth Advisor

    2 months ago

    San Jose, United States Leah Yosef International Full time

    Senior Wealth Advisor San Fransisco Bay Area 50M+ level clientele OverviewMulti-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (20M – 1 Billion net worths)HighlightsAdvise 20+ ultra-high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding...

  • Retirement Planning Expert

    4 weeks ago

    San Diego, California, United States Appreciation Financial Full time

    Job Title: Retirement Planning ExpertJob Summary:We are seeking a Retirement Planning Expert to join our team at Appreciation Financial. As a key member of our team, you will play a vital role in empowering educators to enhance their financial literacy and secure their retirement future.Key Responsibilities:Collaborate closely with teachers to provide...

  • Retirement Plan Specialist

    4 weeks ago

    San Antonio, Texas, United States Capital Group Full time

    Job SummaryWe are seeking a highly skilled Retirement Plan Specialist to join our team at Capital Group. As a key member of our team, you will be responsible for developing and implementing strategic business and coverage plans to target mid-level TPA firms.Key ResponsibilitiesDevelop and execute strategic business and coverage plans to target mid-level TPA...

  • Tax Advisor

    1 month ago

    San Jose, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients on a year-round basis.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and provide...

  • Jr. Financial Advisor

    2 weeks ago

    San Jose, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are on the hunt for a Jr. Financial Advisor to join our team in San Jose, California. As a Jr. Financial Advisor, your role will be pivotal in maintaining the financial health and success of our clients. You will be entrusted with the responsibility of crafting and implementing tailored financial plans, managing client...

  • Associate Wealth Advisor

    3 weeks ago

    San Jose, United States Beacon Pointe Advisors Full time

    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...

  • Financial Consultant

    3 weeks ago

    San Francisco, CA, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Ultra High Net Worth- Wealth Advisor

    1 month ago

    san jose, United States Leah Yosef International Full time

    Senior Wealth Advisor San Fransisco Bay Area 50M+ level clientele OverviewMulti-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (20M – 1 Billion net worths)HighlightsAdvise 20+ ultra-high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding...

  • Advisor Development Program

    4 months ago

    San Jose, United States Bank of America Full time

    Description : Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement,...

  • Client Relationship Manager for Financial Advisors

    4 weeks ago

    San Jose, California, United States Bank of America Full time

    About the Role:This position plays a vital role in supporting the success of Financial Advisors by providing exceptional client service and expertise. If you have a passion for building strong relationships and delivering tailored solutions, we encourage you to apply.Job Overview:The Client Relationship Manager is responsible for serving as the primary point...

  • Financial Aid Advisor

    4 weeks ago

    San Jose, California, United States Center for Employment Training Full time

    Job Title: Financial Aid AdvisorAt Center for Employment Training, we are seeking a highly skilled Financial Aid Advisor to join our team. As a Financial Aid Advisor, you will play a critical role in ensuring the timely and accurate delivery of federal funding to our students.Key Responsibilities:Account Reconciliation Management, including monthly bank...