Retirement Plan Advisor – 401(k) Strategy & Relationships

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

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