Hybrid Retirement Plan Advisor

Empower Retirement, LLC; Nevada (IA); Hybrid; USD 76,000 - 107,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

Tuition reimbursement

Paid time off

Volunteer time off

Job summary

Empower Retirement, LLC is seeking a Retirement Plan Advisor to help participants achieve a secure retirement through group and individual presentations within the Las Vegas region. This role emphasizes data-driven conversations and meeting client service levels to hit annual targets.

It requiresFINRA registrations and strong relationship-building within the territory. The position involves conducting retirement readiness reviews, building partnerships with key stakeholders, and managing

Qualifications

• Bachelor's degree or equivalent work experience
• FINRA Series 6, 63, 65 registrations within timeline; preferred
• Strong presentation skills and MS Office proficiency

Responsibilities

• Conduct Retirement Readiness Reviews and group/individual presentations
• Develop partnerships with stakeholders for assigned territory or employer-sponsored plans
• Conduct virtual and on-site meetings using various technologies
• Manage meeting schedules and travel
• Document interactions in Salesforce and ensure compliance

Skills

Strong presentation skills

Strategic thinker

Relationship building

Independent work

Education

Bachelor's degree or equivalent

FINRA Series 6, 63, 65 registrations

Tools

Salesforce

MS Word

Excel

PowerPoint

Teams

Job description

Empower Retirement, LLC is seeking a Retirement Plan Advisor to help participants achieve a secure retirement through group and individual presentations within the Las Vegas region. This role emphasizes data-driven conversations and meeting client service levels to hit annual targets.

It requiresFINRA registrations and strong relationship-building within the territory. The position involves conducting retirement readiness reviews, building partnerships with key stakeholders, and managing