Retirement Plan Advisor

1 week ago


Richmond, Virginia, United States Empower Full time
Unlock Your Potential as a Retirement Plan Advisor

Empower is seeking a skilled Retirement Plan Advisor to join our team. As a key member of our organization, you will play a vital role in helping individuals achieve their long-term financial goals.

Key Responsibilities:

  • Develop strategic partnerships with key contacts in assigned territories
  • Conduct Retirement Readiness Reviews and individual meetings to improve retirement outcomes
  • Create dynamic business plans to maximize impact on participants
  • Analyze data to identify trends and challenges
  • Document interactions and collect enrollment information in Salesforce
  • Satisfy service level agreements and achieve business results

Requirements:

  • 2+ years of related experience
  • Bachelor's Degree or equivalent experience
  • FINRA Series 6, 63, and 65 registrations
  • Reliable personal transportation
  • Strong relationship building and territory management skills

What Sets You Apart:

  • Current FINRA registrations
  • Experience with retirement planning software
  • Strategic thinking and independence
  • Effective public speaking skills
  • Knowledge of Empower's products and ERISA

What We Offer:

  • Competitive salary range: $72,000 - $102,900
  • Medical, dental, vision, and life insurance
  • Retirement savings plan with company matching contributions
  • Tuition reimbursement
  • Paid time off and holidays
  • Paid volunteer time
  • Leave of absence programs

Workplace Flexibility: Remote work available for those residing within the assigned territory



  • Richmond, Virginia, United States Empower Full time

    Job OpportunityWe are seeking a skilled Retirement Plan Advisor to join our team at Empower. As a key member of our organization, you will play a vital role in helping individuals achieve their long-term financial goals.About the RoleThis is an exciting opportunity to work with multiple public employers in Virginia, including Roanoke, Newport News, and...


  • Richmond, Virginia, United States Empower Retirement Full time

    About the RoleWe are seeking a highly skilled and experienced Retirement Plan Specialist to join our team at Empower Retirement. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals and secure their financial futures.Key ResponsibilitiesDevelop Strategic Partnerships: Build and...


  • Richmond, Virginia, United States Empower Retirement Full time

    About the RoleWe are seeking a highly skilled Retirement Plan Specialist to join our team at Empower Retirement. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.Key ResponsibilitiesDevelop Strategic Partnerships: Build and maintain strong relationships with key contacts in...


  • Richmond, Virginia, United States Empower Retirement Full time

    About the RoleWe are seeking a highly skilled and experienced Retirement Plan Specialist to join our team at Empower Retirement. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals and secure their financial futures.Key ResponsibilitiesDevelop Strategic Partnerships: Build and...


  • Richmond, Virginia, United States Empower Full time

    About the RoleWe are seeking a highly skilled Retirement Plan Advisor to join our team at Empower. As a key member of our organization, you will play a vital role in helping individuals achieve their long-term financial goals.Key ResponsibilitiesDevelop strategic partnerships with key contacts in assigned territories to drive business growth and improve...


  • Richmond, Virginia, United States Empower Full time

    About the RoleWe are seeking a highly skilled Retirement Plan Specialist to join our team at Empower. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.Key ResponsibilitiesDevelop Strategic Partnerships: Build and maintain strong relationships with key contacts in assigned...


  • Richmond, Virginia, United States Edward Jones Full time

    Join Edward Jones as a Financial Advisor ConsultantAt Edward Jones, our network of over 18,000 financial advisors operates independently, yet they are supported by a robust team of more than 4,000 specialists at our home office. If you are contemplating a career transition, becoming a financial advisor could be the ideal opportunity for you.As a financial...

  • Tax Advisor

    1 week ago


    Richmond, Virginia, United States H&R Block Full time

    {"title": "Block Advisors Tax Advisor", "description": "Unlock Your Potential as a Tax AdvisorAt H&R Block, we're committed to helping individuals and small businesses achieve their financial goals. As a Tax Advisor, you'll play a vital role in providing expert tax guidance and support to our clients.Key Responsibilities:Provide tax preparation, audit...


  • Richmond, Virginia, United States Elite Wealth Management (Washington) Full time

    Job Summary:We are seeking a highly organized and detail-oriented Administrative Assistant - Customer Relations to join our team at Elite Wealth Management (Washington). As a key member of our financial planning practice, you will provide exceptional administrative support to our financial advisors and clients.Key Responsibilities:Organize and execute...


  • Richmond, Virginia, United States Gpac Full time

    Job Title: Estate Planning Associate AttorneyWe are seeking a dedicated and experienced Estate Planning Attorney to join our Richmond, Virginia office. The ideal candidate will have at least 2 years of experience in estate planning, including drafting wills, trusts, powers of attorney, and other related documents. This role offers the opportunity to work...

  • Academic Advisor

    1 week ago


    Richmond, Virginia, United States Commonwealth of Virginia Full time

    Job SummaryWe are seeking a highly skilled Academic Advisor to join our team at the Commonwealth of Virginia. As an Academic Advisor, you will play a critical role in supporting the academic success of our students. Your primary responsibility will be to provide academic advising services to assigned students, helping them navigate their academic journey and...


  • Richmond, Virginia, United States Truist Full time

    Job Title: Risk Management AdvisorTruist is seeking a highly skilled Risk Management Advisor to join our team. As a Risk Management Advisor, you will be responsible for engaging with business units to manage risks and controls, as well as executing risk program requirements.Key Responsibilities:Review and approve new accounts and adherence to regulatory...


  • Richmond, Virginia, United States Truist Full time

    Job SummaryThis is a Remote position, preferably within the geography of Truist. The role involves directly administering and providing fiduciary advice and oversight for all types of Wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.Key ResponsibilitiesUnderstand and interpret...


  • Richmond, Virginia, United States Commonwealth of Virginia Full time

    Position Overview The Commonwealth of Virginia is seeking a dedicated individual for the role of Academic Advisor or Senior Academic Advisor within the Office of Student Services. This position will primarily focus on providing guidance to undergraduate students in the fields of Physics and Mathematics and Applied Mathematics. The selected candidate will...


  • Richmond Heights, Virginia, United States Ourisman Toyota of Richmond Full time

    Job OverviewPosition: Express Service Advisor/Trainee___________________________________________________________________________________________________________________________________________What We Are SeekingOurisman Automotive is on the lookout for an enthusiastic Express Service Advisor to enhance our dynamic team.Ourisman Toyota of Richmond boasts a...


  • Richmond Heights, Virginia, United States Ourisman Toyota of Richmond Full time

    Job OverviewPosition: Express Service Advisor/Trainee___________________________________________________________________________________________________________________________________________What We Are SeekingOurisman Automotive is in search of an enthusiastic Express Service Advisor to enhance our dynamic team.Ourisman Toyota of Richmond boasts a...


  • Richmond Heights, Virginia, United States Ourisman Toyota of Richmond Full time

    Job OverviewPosition: Express Service Advisor/Trainee___________________________________________________________________________________________________________________________________________What We Are SeekingOurisman Automotive is in search of an enthusiastic Express Service Advisor to become a vital part of our team.Ourisman Toyota of Richmond boasts a...


  • Richmond, Virginia, United States Auto Rescue Full time

    About the RoleBimmer Rescue is seeking an experienced Service Advisor to join our team. As a Service Advisor, you will be the primary point of contact for our clients, providing exceptional customer service and ensuring their satisfaction with our services.Key ResponsibilitiesGreet clients and maintain a clean and welcoming showroom environment.Schedule...


  • Richmond, Virginia, United States Retirement Solutions Advisors LLC Full time

    Company Overview At Retirement Solutions Advisors LLC, we prioritize finding the ideal candidate through a meticulous selection process. Our profound understanding of the legal and regulatory landscape ensures that our clients' plan design and operations align with all necessary requirements. We leverage this expertise to offer innovative ideas and...


  • Richmond, Virginia, United States Auto Rescue Full time

    About the RoleBimmer Rescue is seeking an experienced Service Advisor to join our team. As a Service Advisor, you will be the primary point of contact for our clients, providing exceptional customer service and ensuring their satisfaction with our services.Key ResponsibilitiesGreet clients and maintain a clean and welcoming showroom environment.Schedule...