Retirement Plan Advisor

Empower; Hartford (CT); Hybrid; USD 75,000 - 120,000; Full time

Job summary

Empower is seeking a Retirement Plan Advisor in a full-time hybrid capacity based in Framingham, MA with partial work-from-home flexibility. You will guide participants in employer-sponsored retirement plans, discuss strategies, and help with asset allocation and long-term planning.

Conduct consultations and document recommendations in compliance with regulations. The role requires strong knowledge of retirement planning, investments, and client advisory experience, plus credentials like

Qualifications

• Strong foundation in Financial & Retirement Planning; translate complex concepts into clear guidance.
• Knowledge of finance and investments, including asset allocation, risk management, and portfolio construction for retirement accounts.
• Experience in a financial advisory or client-facing role, preferably in retirement/wealth management.
• CFP®/ChFC® or similar credential progress highly beneficial.
• Excellent communication, interpersonal, and listening skills with ethics and compliance.
• Ability to work in a hybrid environment, manage multiple consultations, and use financial planning software effectively.
• Bachelor’s degree in finance, economics, business, or related field or equivalent experience.

Responsibilities

• Conduct consultations via phone, video, and in person to discuss plan features and options.
• Explain plan features and options, assist with risk tolerance, asset allocation, and long-term planning.
• Analyze participant information and document recommendations per regulatory standards.
• Collaborate with internal teams to ensure high-quality service experience.
• Stay current on market trends and regulatory changes to provide accurate, compliant advice.

Skills

Financial Planning

Retirement Planning

Investments

Asset Allocation

Risk Management

Portfolio Construction

Communication Skills

Hybrid Work

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

Financial planning software

Job description

Company Description Empower is a leading U.S. recordkeeper and comprehensive wealth management provider focused on helping individuals achieve financial freedom and confidence. Building on a heritage that dates back to 1891, the company has evolved from its insurance roots into a modern financial services organization launched under the Empower brand in 2014. Today, Empower serves more than 19 million individuals and over 88,000 organizations across the United States. The company emphasizes customer-first service, ongoing investment in innovation and technology, and personalized tools and solutions that support people in pursuing their goals. Empower offers an environment that values growth, integrity, and the opportunity to make a meaningful impact on the financial lives of its customers.

Role Description The Retirement Plan Advisor is a full-time, hybrid role based in Framingham MA (or east of), with flexibility for partial work from home. In this role, the advisor will support participants in employer-sponsored retirement plans by providing guidance on retirement strategies, investment choices, and savings goals. Day-to-day responsibilities include conducting consultations via phone, video, and in person, explaining plan features and options, and helping individuals understand risk tolerance, asset allocation, and long-term planning. The advisor will analyze participant information, document recommendations in accordance with regulatory standards, and collaborate with internal teams to ensure a high-quality service experience. The role also involves staying current on market trends, regulatory changes, and Empower’s products and tools to deliver accurate, compliant, and clear advice.

Qualifications

• Strong foundation in Financial Planning and Retirement Planning, with the ability to translate complex concepts into clear, actionable guidance for diverse audiences.
• Knowledge of Finance and Investments, including asset allocation, risk management, and basic portfolio construction relevant to retirement accounts.
• Experience in a Financial Advisory or client-facing advisory role, preferably within retirement or wealth management services.
• Relevant certifications or progress toward credentials such as CFP®, ChFC®, or other recognized financial planning or advisory designations are highly beneficial.
• Excellent communication, interpersonal, and listening skills, with a commitment to ethical conduct and regulatory compliance.
• Ability to work effectively in a hybrid environment, manage multiple consultations, and use financial planning software and digital tools with proficiency.
• Bachelor’s degree in finance, economics, business, or a related field, or equivalent work experience in financial services.