Retirement Plan Advisor – Flexible, Impactful Career

Empower

Concord (NH)

Hybrid

USD 72,000 - 102,000

Full time

5 days ago
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Benefits offered by this job

Medical, dental, vision insurance
401(k) with company match
Tuition reimbursement
Paid time off and holidays
Volunteer time

Job summary

Empower is seeking a Retirement Plan Advisor based in New Hampshire to guide public employees through retirement planning and defined contribution programs. You will deliver presentations, build partnerships, and manage travel while meeting performance targets.

The role requires FINRA licensure, strong presentation and relationship-building skills, and the ability to work in a travel-enabled territory with occasional remote work. A bachelor’s degree or equivalent experience is acceptable.

Qualifications

  • Bachelor's degree or equivalent work experience
  • 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
  • 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 group/one-on-one meetings to improve retirement outcomes
  • Develop and maintain partnerships with key stakeholders in assigned territory
  • Conduct virtual and on-site 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-level and individual goals to meet service level agreements
  • Participate in client meetings and external events as needed
  • Collaborate with internal teams to improve effectiveness

Skills

Presentation skills
Strategic thinking
Relationship building
Territory management
FINRA registrations (6,63,65)
FINRA fingerprinting
Travel readiness

Education

Bachelor's degree or equivalent

Tools

MS Word
MS Excel
PowerPoint
Teams
Salesforce (preferred)

Job description

Empower is seeking a Retirement Plan Advisor based in New Hampshire to guide public employees through retirement planning and defined contribution programs. You will deliver presentations, build partnerships, and manage travel while meeting performance targets.

The role requires FINRA licensure, strong presentation and relationship-building skills, and the ability to work in a travel-enabled territory with occasional remote work. A bachelor’s degree or equivalent experience is acceptable.

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