Retirement Plan Advisor - Flexible, High-Impact in SF

Empower; San Francisco (CA); On-site; USD 86,600 - 122,375; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company match

Tuition reimbursement

Business-casual environment

Paid time off

Volunteer time

Parental leave & disability

BRGs for inclusion

Job summary

Empower is seeking a Retirement Plan Advisor in San Francisco to help individuals achieve retirement readiness and financial goals through group and individual presentations for defined contribution plans. Based in the San Francisco territory, you will lead consultations, build partnerships with employers, and drive client outcomes while maintaining regulatory compliance.

You will conduct retirement readiness reviews, coordinate meetings, and manage travel while leveraging Salesforce to document

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 using consultative expertise
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
• Conduct one-on-one virtual and on-site group meetings using various technologies professionally
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans to drive retirement income objectives
• Document interactions in Salesforce and collect information to adhere to regulatory guidelines
• Achieve plan level and individual goals to meet SLAs 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

Strong presentation skills

MS Office proficiency

Strategic thinking

Relationship building

Territory management

FINRA registrations

FINRA fingerprinting

Independent work

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Empower is seeking a Retirement Plan Advisor in San Francisco to help individuals achieve retirement readiness and financial goals through group and individual presentations for defined contribution plans. Based in the San Francisco territory, you will lead consultations, build partnerships with employers, and drive client outcomes while maintaining regulatory compliance.

You will conduct retirement readiness reviews, coordinate meetings, and manage travel while leveraging Salesforce to document