Remote Retirement Planning Strategist

Empower Retirement; Indianapolis (IN); Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision and life insu

401(k) with company match up to 6%

Tuition reimbursement up to $5,250/yr

Paid time off + 10 holidays + 3 flex

Volunteer time 16 hours/yr

Parental leave & disability programs

BRGs to foster inclusion

Job summary

Empower Retirement is seeking a Strategic Retirement Plan Advisor to guide individuals in employer-sponsored plans toward long-term financial success. You will conduct personalized assessments, develop tailored retirement strategies, and deliver in-person or virtual consultations across an assigned territory.

The role requires a Bachelor's degree, 7+ years in financial services, FINRA registrations 6, 63, and 65, and willingness to travel up to 50%.

Qualifications

• Bachelor's degree or equivalent experience required.
• 7+ years of financial services experience.
• FINRA Series 6, 63 and 65 registrations required.
• Ability to travel up to 50% to client sites.
• Strong interpersonal, communication, and presentation skills.

Responsibilities

• Conduct in-depth advice conversations to assess participants' overall financial health.
• Utilize proprietary planning software to deliver detailed investment reviews and recommendations.
• Customize and implement actionable financial plans using analytical tools.
• Lead one-on-one consultations and group education sessions, in-person and virtual.
• Document interactions in Salesforce; ensure compliance and follow-up strategies.
• Achieve measurable outcomes by meeting SLAs and annual performance goals.
• Collaborate with internal and external partners to align client needs.
• Refer participants to Empower Personal Wealth when appropriate.

Skills

Interpersonal skills

Communication

Presentation skills

Strategic thinking

Independent work

Travel up to 50%

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

CRM systems

Microsoft Office

Microsoft Teams

Job description

Empower Retirement is seeking a Strategic Retirement Plan Advisor to guide individuals in employer-sponsored plans toward long-term financial success. You will conduct personalized assessments, develop tailored retirement strategies, and deliver in-person or virtual consultations across an assigned territory.

The role requires a Bachelor's degree, 7+ years in financial services, FINRA registrations 6, 63, and 65, and willingness to travel up to 50%.