Retirement Plan Advisor

Empower; Austin (TX); Hybrid; USD 72,000 - 102,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

Tuition reimbursement

Casual dress code

Generous PTO

Job summary

Empower in Austin is seeking a Retirement Plan Advisor to help individuals achieve retirement readiness through group and individual presentations for 401(k) and Government 457 plans. You will use data-driven analysis to lead conversations with participants and support the Relationship Management team in stakeholders across the territory.

The role requires meeting clients in person and virtually, creating strategic partnerships, managing schedules, documenting in Salesforce, and aiming to meet

Qualifications

• Bachelor's degree or equivalent; required for consideration.
• 3-5 years of relevant financial services experience.
• Strong presentation skills are required and essential.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.
• FINRA Series 6, 63, 65 registrations required or in progress within timeline.

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders in the territory.
• Conduct virtual and on-site meetings using various technologies.
• Manage meeting schedules and travel arrangements.
• Create and execute business plans to drive retirement income objectives.
• Document interactions in Salesforce and ensure regulatory compliance.
• Aim to achieve plan-level and individual goals and service level targets.
• Participate in client meetings and external engagements as needed.
• Collaborate with internal teams to improve effectiveness.

Skills

Strong presentation skills

Strategic thinker

Independent worker

Relationship building

Territory management

FINRA registrations knowledge

Education

Bachelor's degree or equivalent

FINRA registrations (6/63/65)

Tools

MS Word

Excel

PowerPoint

Teams

Salesforce

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k) and Government 457 plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually.

What you will do

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
• Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
• Achieve plan level and individual goals to help achieve service level agreements and business results
• Participate in client meetings, sales finals, or other external meetings as needed
• Work collaboratively across internal service and management teams to improve effectiveness

What you will bring

• 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 required
• Strong relationship building and territory management skills required
• FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
• FINRA fingerprinting required upon hire

What will set you apart

• Working knowledge of Salesforce preferred
• Working knowledge of building blocks for successful retirement planning preferred
• Basic understanding of defined contribution plans preferred
• Practical experience providing high-level, consultative client interactions preferred

#PJRPA

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$72,200.00 - $101,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.

Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted