Retirement Plan Advisor – Austin (Hybrid/Remote)

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Tuition reimbursement

Casual dress code

Paid time off

Volunteer time off

Job summary

Empower in Austin is seeking a Retirement Plan Advisor to assist participants in achieving a secure retirement and planning their financial future through defined contribution 401(k) and Government 457 plans. This role relies on data-driven, analytical thinking to lead impactful conversations and meet client service agreements and annual targets.

This advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually, building strategic

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years relevant financial services experience.
• Strong presentation skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.
• Strategic thinker who can work independently.
• Strong relationship building and territory management skills.
• FINRA Series 6, 63, 65 registrations within established timeline; current FINRA registrations strongly preferred.
• FINRA fingerprinting required upon hire.

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations with targeted participants using consultative expertise.
• Develop strategic partnerships with key stakeholders for each location within assigned territory or for employer-sponsored plans.
• Lead one-on-one virtual and on-site group meetings using various technologies.
• Manage meeting schedule, including travel booking.
• Create and execute dynamic business plans to drive retirement income objectives.
• Document interactions in Salesforce and ensure regulatory compliance.
• Achieve plan and individual goals to meet SLAs and business results.
• Participate in client meetings, sales finals, or other external meetings as needed.
• Collaborate across internal service and management teams to improve effectiveness.

Skills

Financial services experience

Presentation skills

Independent thinker

Relationship building

Territory management

Salesforce

Education

Bachelor's degree or equivalent

Tools

MS Word

Excel

PowerPoint

Teams

Job description

Empower in Austin is seeking a Retirement Plan Advisor to assist participants in achieving a secure retirement and planning their financial future through defined contribution 401(k) and Government 457 plans. This role relies on data-driven, analytical thinking to lead impactful conversations and meet client service agreements and annual targets.

This advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually, building strategic