Retirement Plan Advisor | Build Financial Futures (Hybrid)

Empower; Massachusetts; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Job summary

Empower is seeking an Advisor to work with public employees in the Framingham area, based in the territory with travel as needed. The role focuses on Retirement Readiness Reviews, stakeholder partnerships, and compliant client interactions.

Ideal candidates will have 3–5 years in financial services, FINRA registrations, and strong MS Office and Salesforce knowledge. Visa sponsorship is not available for this position.

Qualifications

• Bachelor's degree or equivalent work experience
• 3–5 years in financial services
• FINRA Series 6, 63 and 65 registrations within the timeline; current registrations preferred
• FINRA fingerprinting required
• Sponsorship of visa not available (including CPT/OPT)
• Proficiency in MS Word, Excel, PowerPoint, and Teams
• Experience with Salesforce is a plus
• Experience building blocks for retirement planning is a plus

Responsibilities

• Conduct Retirement Readiness Reviews and other meetings to improve retirement outcomes
• Develop strategic partnerships with stakeholders for each location within the territory
• Conduct on-site and virtual 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 collect required information for compliance
• Achieve plan and individual goals to meet SLAs and business results

Skills

Relationship building

Territory management

Salesforce

MS Office

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Office (Word/Excel/PowerPoint/Teams)

Job description

Empower is seeking an Advisor to work with public employees in the Framingham area, based in the territory with travel as needed. The role focuses on Retirement Readiness Reviews, stakeholder partnerships, and compliant client interactions.

Ideal candidates will have 3–5 years in financial services, FINRA registrations, and strong MS Office and Salesforce knowledge. Visa sponsorship is not available for this position.