Hybrid Retirement Planner & Personal Wealth Advisor

Empower; United States; Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time

Parental leave

BRGs open to all

Job summary

Empower is seeking a Strategic Retirement Plan Advisor to guide individuals in employer-sponsored retirement plans toward long-term financial success. You will conduct in-depth advisory conversations, leveraging Empower’s planning software to deliver tailored investment strategies and retirement plans.

This role supports in-person and virtual consultations across an assigned territory while aligning with service objectives.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 7+ years of relevant financial services experience.
• FINRA Series 6, 63 and 65 registrations required.
• Strong interpersonal, communication, and presentation skills.
• Strategic thinker with the ability to work independently and manage a personal book of business.
• Deep understanding of defined contribution plans, financial planning principles, and investment management topics.
• Ability to travel to client sites as necessary (up to 50%).
• FINRA Fingerprinting required upon hire.

Responsibilities

• Conduct in-depth advice conversations to assess participants’ overall financial health and retirement readiness.
• Utilize proprietary planning software to deliver investment reviews and tailored recommendations.
• Customize and implement actionable financial plans using analytical tools.
• Lead one-on-one consultations and group education sessions (virtual and in-person).
• Document interactions in Salesforce and ensure compliance and follow-up strategies.
• Meet or exceed SLAs, client expectations, and annual performance goals.
• Build internal and external partnerships to support client outcomes.
• Collaborate with Empower Personal Wealth to refer participants to wealth management solutions.

Education

Bachelor’s degree

Tools

Salesforce

Job description

Empower is seeking a Strategic Retirement Plan Advisor to guide individuals in employer-sponsored retirement plans toward long-term financial success. You will conduct in-depth advisory conversations, leveraging Empower’s planning software to deliver tailored investment strategies and retirement plans.

This role supports in-person and virtual consultations across an assigned territory while aligning with service objectives.