Remote/Hybrid Retirement Plan Advisor – Milwaukee

Empower; Milwaukee (WI); Hybrid; USD 72,000 - 102,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Volunteer time

BRGs

Job summary

Empower in Milwaukee is seeking a Retirement Plan Advisor to guide public and defined contribution plan participants toward secure retirements. You will conduct readiness reviews, present to groups, and build partnerships with key stakeholders while working with the Relationship Management team.

This on-site/hybrid role requires FINRA registrations and strong presentation skills. Based in Milwaukee, you will meet participants in person as needed and collaborate with internal teams to achieve

Qualifications

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3-5 years relevant financial services experience.
• Strong presentation skills required.
• Proficiency in MS Word, Excel, PowerPoint, and Teams required.
• 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 to improve retirement outcomes.
• Develop and maintain strategic partnerships with stakeholders for each location or employer-sponsored plans.
• 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 comply with guidelines.
• Achieve plan level and individual goals to meet service level agreements.
• Participate in client meetings and external events as needed.
• Collaborate across internal teams to improve effectiveness.

Skills

Presentation skills

Relationship building

Territory management

Proficiency in MS Word, Excel, Power?P

Team collaboration

Data-driven thinking

FINRA Series 6/63/65

Education

Bachelor's degree

Tools

Salesforce

MS Office (Word/Excel/PowerPoint)

Teams

Job description

Empower in Milwaukee is seeking a Retirement Plan Advisor to guide public and defined contribution plan participants toward secure retirements. You will conduct readiness reviews, present to groups, and build partnerships with key stakeholders while working with the Relationship Management team.

This on-site/hybrid role requires FINRA registrations and strong presentation skills. Based in Milwaukee, you will meet participants in person as needed and collaborate with internal teams to achieve