Retirement Plan Advisor | Drive Financial Freedom

Empower; Baltimore (MD); Hybrid; USD 79,400 - 112,175; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) with company match (up to 6%)

Tuition reimbursement

Paid time off + holidays

Job summary

Empower is seeking a Retirement Plan Advisor in the Baltimore area to guide participants toward strong retirement outcomes. You will deliver group and individual sessions across defined contribution plans, using data‑driven insights to meet client SLAs and annual targets.

You’ll support Relationship Management and maintain vital stakeholder relationships within the assigned territory. This role requires in‑person meetings across NW Baltimore to PA; travel is involved.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years 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 required within established timeline; current FINRA registrations strongly preferred.
• FINRA fingerprinting required upon hire.

Responsibilities

• Conduct Retirement Readiness Reviews and other meetings with participants to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders for location or employer‑sponsored plans.
• Conduct one‑on‑one virtual and on‑site group meetings using various technologies.
• Manage meeting schedules, including travel booking.
• Create and execute dynamic business plans to drive retirement income objectives.
• Document interactions in Salesforce and collect required information to adhere to regulatory guidelines.
• Achieve plan level and individual goals to meet 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.

Skills

Presentation skills

Independent work

Relationship building

Territory management

Strategic thinking

Education

Bachelor's degree or equivalent work experience

Tools

MS Word

Excel

PowerPoint

Teams

Salesforce

FINRA regulations system

Job description

Empower is seeking a Retirement Plan Advisor in the Baltimore area to guide participants toward strong retirement outcomes. You will deliver group and individual sessions across defined contribution plans, using data‑driven insights to meet client SLAs and annual targets.

You’ll support Relationship Management and maintain vital stakeholder relationships within the assigned territory. This role requires in‑person meetings across NW Baltimore to PA; travel is involved.