Milwaukee Territory Retirement Plan Advisor

Empower Retirement, LLC; Milwaukee (WI); On-site; USD 72,000 - 102,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) with company matching (up to 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time

Parental leave

BRGs and inclusive culture

Job summary

Empower Retirement, LLC in Milwaukee, WI, is seeking a Retirement Plan Advisor to help public sector participants plan for retirement through group and individual presentations. The role emphasizes data-driven conversations, meeting client service level agreements, and collaborating with the Relationship Management team across the Milwaukee territory.

The ideal candidate holds a Bachelor’s degree (or equivalent) with 3–5 years in financial services, strong presentation skills, and FINRA

Qualifications

• Bachelor's degree or equivalent work experience
• 3–5 years relevant financial services experience
• 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 within established timeline; current FINRA registrations strongly preferred
• FINRA fingerprinting required upon hire

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations with targeted participants
• Develop and maintain strategic partnerships with key stakeholders in each location
• Conduct one-on-one virtual and on-site group meetings using various technologies
• Manage meeting schedules, including travel booking
• Create and execute dynamic business plans to drive retirement income objectives
• Document interactions in Salesforce and collect information to ensure regulatory compliance
• Achieve plan level and individual goals to meet SLAs and business results
• Participate in client meetings and external meetings as needed

Skills

Presentation skills

Strategic thinking

Relationship building

Independent work

Territory management

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Empower Retirement, LLC in Milwaukee, WI, is seeking a Retirement Plan Advisor to help public sector participants plan for retirement through group and individual presentations. The role emphasizes data-driven conversations, meeting client service level agreements, and collaborating with the Relationship Management team across the Milwaukee territory.

The ideal candidate holds a Bachelor’s degree (or equivalent) with 3–5 years in financial services, strong presentation skills, and FINRA