Retirement Plan Advisor — Client-Focused Financial Guidance

Empower; Atlanta (GA); On-site; USD 72,000 - 102,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

Tuition reimbursement

Paid time off

Job summary

Empower is seeking a Retirement Plan Advisor in the Greater Atlanta area to help public employees plan their financial futures. You will deliver retirement-focused presentations, build partnerships with school districts and employers within the territory, and manage client meetings both virtually and in person.

The role requires a Bachelor’s degree or equivalent experience, 3–5 years in financial services, strong presentation skills, and FINRA registrations.

Qualifications

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3–5 years relevant financial services experience.
• Strong presentation skills required.
• 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.

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations with targeted participants.
• Develop and maintain partnerships with key stakeholders for the territory.
• Conduct one-on-one virtual and on-site meetings using various technologies.
• Manage meeting schedules, including travel booking.
• Create and execute business plans to drive retirement income objectives.
• Document interactions in Salesforce and ensure regulatory compliance.

Skills

Financial services experience

Presentation skills

Independent work

Territory management

Relationship building

Education

Bachelor's degree

Tools

Salesforce

MS Word

Excel

PowerPoint

Teams

Job description

Empower is seeking a Retirement Plan Advisor in the Greater Atlanta area to help public employees plan their financial futures. You will deliver retirement-focused presentations, build partnerships with school districts and employers within the territory, and manage client meetings both virtually and in person.

The role requires a Bachelor’s degree or equivalent experience, 3–5 years in financial services, strong presentation skills, and FINRA registrations.