Retirement Plan Advisor

Empower; Milton (MA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs inclusion program

Casual dress

Job summary

Empower in the Framingham area seeks an Advisor to work with public employees on retirement planning and readiness, with remote/hybrid options and travel as needed.

The ideal candidate has 3–5 years in financial services, FINRA registrations, and strong Salesforce/MS Office skills to conduct meetings, build partnerships, manage schedules, and drive retirement outcomes for participants.

Qualifications

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3–5 years relevant financial services experience.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.

Responsibilities

• Conduct Retirement Readiness Reviews and other meetings to improve retirement outcomes.
• Develop and maintain strategic partnerships with stakeholders in the territory.
• Conduct one-on-one and group meetings using virtual/on-site formats.
• Manage meeting schedules and travel arrangements.
• Create and execute plans to drive retirement income objectives.
• Document interactions in Salesforce and ensure regulatory compliance.

Skills

Retirement planning

Relationship building

Territory management

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

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. 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.

This position will work with public employees in the Framingham area and the Advisor must be based in the territory with the ability to travel as needed.

Responsibilities and Requirements

• 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
• Bachelor's degree or equivalent work experience in lieu of a degree
• ~3 – 5 years relevant financial services experience
• ~ Proficiency in MS Word, Excel, PowerPoint, and Teams 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
• We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
• Working knowledge of Salesforce preferred
• Working knowledge of building blocks for successful retirement planning preferred

Benefits

• 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. 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 hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***