Retirement Plan Advisor

3 days ago

Portland, Oregon, United States Empower Full time
Grow Your Career with Empower

At Empower, we're dedicated to helping individuals achieve their long-term financial goals. As a Retirement Plan Advisor, you'll play a vital role in providing personalized guidance and support to our clients. Whether you're helping them navigate the complexities of retirement planning or providing expert advice on wealth management strategies, every interaction has the potential to make a meaningful impact on their lives.

Key Responsibilities:
  • 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 plans and strategies 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
Requirements:
  • 2+ years related experience
  • Bachelor's degree or equivalent experience
  • FINRA Series 6, 63, and 65 registrations required
  • Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
  • Strong relationship building and territory management skills
  • Bilingual in Spanish
What Sets 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
What We Offer:

We're committed to providing our employees with a comprehensive benefits package that supports their physical, emotional, and financial well-being. Our benefits include:

  • 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

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