Remote Retirement Plan Advisor - Financial Guidance

Empower; Pasadena (CA); On-site; USD 79,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match up to 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time

Relocation support (if applicable)

Job summary

Empower is seeking a Retirement Plan Advisor to help individuals plan their financial futures through 401(k)/(a), 403(b), and Government 457 plans. You will perform retirement readiness reviews, build stakeholder partnerships, and conduct in-person or virtual meetings across Southern California.

A Bachelor’s degree or equivalent experience, 3–5 years in financial services, and FINRA registrations are required.

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
• FINRA fingerprinting required upon hire

Responsibilities

• Conduct Retirement Readiness Reviews and presentations for participants
• Develop partnerships with key stakeholders in assigned locations within territory
• Conduct one-on-one virtual and on-site group meetings
• Manage meeting schedule and travel arrangements
• Create and execute business plans to drive retirement income objectives
• Document interactions in Salesforce and collect required information for regulatory compliance
• Achieve plan level and individual goals to meet SLAs and business results
• Participate in client meetings and sales-related activities
• Collaborate across internal teams to improve effectiveness

Job description

Empower is seeking a Retirement Plan Advisor to help individuals plan their financial futures through 401(k)/(a), 403(b), and Government 457 plans. You will perform retirement readiness reviews, build stakeholder partnerships, and conduct in-person or virtual meetings across Southern California.

A Bachelor’s degree or equivalent experience, 3–5 years in financial services, and FINRA registrations are required.