Remote Retirement Plan Advisor | Personal Finance Strategy

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan with company matching

Tuition reimbursement

Job summary

Empower Retirement, LLC is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans toward long-term financial success through personalized, data-driven advice. This role supports both in-person and virtual consultations across an assigned territory, while meeting client service expectations and business objectives.

The ideal candidate has a bachelor’s degree, 7+ years in financial services, and FINRA registrations.

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, including retirement readiness, investment management, household financial planning, and general financial wellness.
• Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance.
• Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change
• Lead one‑on‑one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices
• Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow‑up strategies
• Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals
• Build and maintain strategic partnerships internally and externally to support client outcomes

Skills

Interpersonal skills

Communication skills

Presentation skills

Travel readiness

Education

Bachelor's degree

FINRA registrations

Tools

Salesforce

Job description

Empower Retirement, LLC is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans toward long-term financial success through personalized, data-driven advice. This role supports both in-person and virtual consultations across an assigned territory, while meeting client service expectations and business objectives.

The ideal candidate has a bachelor’s degree, 7+ years in financial services, and FINRA registrations.