Retirement Plan Advisor

Empower; Wisconsin; On-site; USD 75,000 - 95,000; Full time

Job summary

Empower seeks a Retirement Plan Advisor to assist public sector participants in Milwaukee with defined contribution plans. You will drive retirement conversations through data-driven analysis and conduct both in-person and virtual meetings to meet service and sales targets.

The role requires collaboration with Relationship Management to establish stakeholder relationships, and may involve travel within the Milwaukee territory to meet participants as needed.

Qualifications

• Bachelor's degree or equivalent required or demonstrated experience.
• 3–5 years in financial services or retirement planning preferred.
• FINRA registrations (6, 63, 65) required within timeline; current registrations preferred.

Responsibilities

• Lead Retirement Readiness Reviews and group presentations to improve retirement outcomes.
• Develop partnerships with stakeholders for assigned locations/ employer plans.
• Conduct one-on-one and on-site/group meetings using virtual tools.
• Create and execute business plans to enhance retirement income objectives.
• Document interactions in Salesforce and ensure regulatory compliance.

Skills

MS Word

MS Excel

PowerPoint

Teams

Relationship building

Territory management

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

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 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 Retirement Plan Advisor will work with public employees in the Milwaukee area. The Retirement Plan Advisor must be based in this territory and be available to meet with participants in person as needed.

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
• 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
• 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