Denver Retirement Plan Advisor (Bilingual: Spanish)

empower; Colombia; Presencial; COP 237.431.000 - 335.395.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Tuition reimbursement

Paid time off

Holidays

Volunteer time

BRGs

Descripción de la vacante

Empower is seeking a Retirement Plan Advisor based in Denver, CO. This role assists individuals in achieving retirement goals through group and individual presentations across defined contribution plans (401(k)/(a), 403(b), and Government 457). The position requires bilingual ability in Spanish and in‑person meetings.

Responsibilities include retirement readiness reviews, building strategic partnerships, managing meeting schedules, and documenting interactions in Salesforce to ensure compliance.

Formación

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3 - 5 years relevant financial services experience.
• Strong presentation skills required.
• Proficiency in MS Word, Excel, PowerPoint, and Teams required.
• Strategic thinker who can work independently required.
• Strong relationship building and territory management skills required.
• FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred.
• FINRA fingerprinting required upon hire.

Responsabilidades

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
• Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
• Achieve plan level and individual goals to help achieve service level agreements and business results
• Participate in client meetings, sales finals, or other external meetings as needed
• Work collaboratively across internal service and management teams to improve effectiveness

Conocimientos

Presentation skills

Strategic thinking

Relationship building

Independent work

Educación

Bachelor's degree

Herramientas

Salesforce

MS Word

MS Excel

PowerPoint

Teams

Descripción del empleo

Empower is seeking a Retirement Plan Advisor based in Denver, CO. This role assists individuals in achieving retirement goals through group and individual presentations across defined contribution plans (401(k)/(a), 403(b), and Government 457). The position requires bilingual ability in Spanish and in‑person meetings.

Responsibilities include retirement readiness reviews, building strategic partnerships, managing meeting schedules, and documenting interactions in Salesforce to ensure compliance.