California Retirement Plan Advisor In-Person Territory

Empower Retirement; Pasadena (CA); On-site; USD 79,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company matching

Tuition reimbursement

Generous paid time off

Paid volunteer time

Job summary

Empower Retirement is seeking a Retirement Plan Advisor to assist individuals in achieving a successful retirement. This role involves conducting group presentations, maintaining relationships with stakeholders, and meeting client service agreements.

Located in Southern California, candidates must have financial services experience and be able to work independently with strong presentation skills. We offer a flexible work environment and competitive benefits, including medical insurance and a

Qualifications

• 3 - 5 years relevant financial services experience.
• FINRA Series 6, 63, 65 registrations required.
• Current FINRA registrations strongly preferred.

Responsibilities

• Conduct Retirement Readiness Reviews and individual meetings.
• Develop and maintain strategic partnerships with key stakeholders.
• Manage meeting schedules, including travel booking.

Skills

Strong presentation skills

Relationship building

Territory management

Strategic thinking

Education

Bachelor's degree or equivalent work experience

Tools

MS Word

MS Excel

MS PowerPoint

MS Teams

Salesforce

Job description

Empower Retirement is seeking a Retirement Plan Advisor to assist individuals in achieving a successful retirement. This role involves conducting group presentations, maintaining relationships with stakeholders, and meeting client service agreements.

Located in Southern California, candidates must have financial services experience and be able to work independently with strong presentation skills. We offer a flexible work environment and competitive benefits, including medical insurance and a