Hybrid Retirement Plan Advisor | Finance & Planning

Empower; Hartford (CT); Hybrid; USD 75,000 - 120,000; Full time

Job summary

Empower is seeking a Retirement Plan Advisor in a full-time hybrid capacity based in Framingham, MA with partial work-from-home flexibility. You will guide participants in employer-sponsored retirement plans, discuss strategies, and help with asset allocation and long-term planning.

Conduct consultations and document recommendations in compliance with regulations. The role requires strong knowledge of retirement planning, investments, and client advisory experience, plus credentials like

Qualifications

• Strong foundation in Financial & Retirement Planning; translate complex concepts into clear guidance.
• Knowledge of finance and investments, including asset allocation, risk management, and portfolio construction for retirement accounts.
• Experience in a financial advisory or client-facing role, preferably in retirement/wealth management.
• CFP®/ChFC® or similar credential progress highly beneficial.
• Excellent communication, interpersonal, and listening skills with ethics and compliance.
• Ability to work in a hybrid environment, manage multiple consultations, and use financial planning software effectively.
• Bachelor’s degree in finance, economics, business, or related field or equivalent experience.

Responsibilities

• Conduct consultations via phone, video, and in person to discuss plan features and options.
• Explain plan features and options, assist with risk tolerance, asset allocation, and long-term planning.
• Analyze participant information and document recommendations per regulatory standards.
• Collaborate with internal teams to ensure high-quality service experience.
• Stay current on market trends and regulatory changes to provide accurate, compliant advice.

Skills

Financial Planning

Retirement Planning

Investments

Asset Allocation

Risk Management

Portfolio Construction

Communication Skills

Hybrid Work

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

Financial planning software

Job description

Empower is seeking a Retirement Plan Advisor in a full-time hybrid capacity based in Framingham, MA with partial work-from-home flexibility. You will guide participants in employer-sponsored retirement plans, discuss strategies, and help with asset allocation and long-term planning.

Conduct consultations and document recommendations in compliance with regulations. The role requires strong knowledge of retirement planning, investments, and client advisory experience, plus credentials like