Bilingual Retirement Plan Advisor (Spanish)

Empower; United States; On-site; USD 79,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision, life

401(k) with up to 6% match

Tuition reimbursement

Paid time off and holidays

Volunteer time

BRGs and inclusive culture

Job summary

Empower is seeking a Retirement Plan Advisor to assist participants in 401(k)/(a), 403(b), and Government 457 plans across the West Coast. You will present to groups and individuals, analyze data, and drive retirement income objectives while maintaining client relationships.

The role requires a Bachelor's degree or equivalent, 3–5 years in financial services, Spanish bilingual ability, and strong presentation skills.

Qualifications

• Bachelor's degree or equivalent work experience
• 3–5 years relevant financial services experience
• Spanish bilingual required
• Strong presentation skills
• Proficiency in MS Word, Excel, PowerPoint, and Teams
• Strategic thinker who can work independently
• Strong relationship building and territory management skills
• FINRA Series 6, 63, 65 registrations required
• FINRA fingerprinting required upon hire

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes
• Develop partnerships with key stakeholders for assigned territory or plans
• Conduct one-on-one virtual and on-site group meetings using various technologies
• Manage meeting schedules and travel bookings
• Create and execute business plans to drive retirement income objectives
• Document interactions in Salesforce and ensure regulatory compliance
• Achieve plan level and individual goals to meet service level agreements
• Participate in client meetings, sales finals, or other external meetings as needed
• Collaborate with internal teams to improve effectiveness

Skills

Spanish bilingual

Presentation skills

MS Word

Excel

PowerPoint

Teams

Strategic thinker

Relationship building

Territory management

FINRA Series 6, 63, 65

FINRA fingerprinting

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Empower is seeking a Retirement Plan Advisor to assist participants in 401(k)/(a), 403(b), and Government 457 plans across the West Coast. You will present to groups and individuals, analyze data, and drive retirement income objectives while maintaining client relationships.

The role requires a Bachelor's degree or equivalent, 3–5 years in financial services, Spanish bilingual ability, and strong presentation skills.