Retirement Plan Advisor
4 weeks ago
Empower Retirement is seeking a skilled Retirement Plan Advisor to join our team. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.
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 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
Requirements:
- 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 We Offer:
- Competitive salary range: $83,300.00 - $117,650.00
- Comprehensive benefits package, including medical, dental, vision, and life insurance
- Retirement savings plan with generous company matching contributions (up to 6%)
- Tuition reimbursement up to $5,250/year
- Paid time off, including 10 paid company holidays and 3 floating holidays per 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)
Equal Opportunity Employer:
Empower Retirement is 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.
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