Remote Retirement Strategy & Wealth Advisor

Empower; United States; Híbrido; USD 87.000 - 123.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs and inclusive culture

Descripción de la vacante

Empower is seeking a Strategic Retirement Plan Advisor in the United States to guide participants in employer-sponsored retirement plans toward long-term financial success. You will deliver personalized advice, use Empower’s planning tools, and conduct comprehensive assessments for in-person or virtual consultations.

You will manage a personal client book, travel up to 50%, and collaborate with internal and external partners to meet service goals and compliance requirements.

Formación

• 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.

Responsabilidades

• 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 (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups)
• Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions

Conocimientos

Interpersonal skills

Communication

Presentation skills

Strategic thinking

Independent work

Educación

Bachelor’s degree or equivalent experience

Herramientas

Salesforce

CRM systems

Microsoft Office

Microsoft Teams

Proprietary planning software

Descripción del empleo

Empower is seeking a Strategic Retirement Plan Advisor in the United States to guide participants in employer-sponsored retirement plans toward long-term financial success. You will deliver personalized advice, use Empower’s planning tools, and conduct comprehensive assessments for in-person or virtual consultations.

You will manage a personal client book, travel up to 50%, and collaborate with internal and external partners to meet service goals and compliance requirements.