Retirement Plan Advisor — Flexible, Impactful Finance Role

Empower Retirement, LLC; Milwaukee (WI); On-site; USD 72,000 - 102,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Tuition reimbursement

Casual dress code

Paid time off

Volunteer time

Parental leave

BRGs

Job summary

Empower Retirement, LLC in Milwaukee seeks a Retirement Plan Advisor to help participants plan their financial futures via group and individual presentations for defined contribution Government 457 plans. You will lead data-driven conversations, hit annual targets, and support stakeholder relationships within your territory.

You will conduct in-person and virtual meetings, manage schedules, document in Salesforce, and collaborate across teams to improve retirement outcomes.

Qualifications

• Bachelor's degree or equivalent work experience
• 3–5 years in financial services
• Strong presentation skills
• Proficient in MS Word, Excel, PowerPoint, Teams
• Strategic thinker who can work independently
• Strong relationship building and territory management
• FINRA Series 6, 63, 65 registrations required
• FINRA fingerprinting required upon hire

Responsibilities

• Conduct Retirement Readiness Reviews and presentations for participants
• Develop partnerships with stakeholders in the territory
• Conduct virtual and on-site group meetings using various technologies
• Manage meeting schedules and travel arrangements
• Create and execute plans to drive retirement income objectives
• Document interactions in Salesforce and ensure regulatory compliance
• Achieve plan-level and individual goals to meet SLAs
• Participate in client meetings and external meetings as needed
• Collaborate with internal service and management teams

Skills

Presentation skills

MS Word

MS Excel

PowerPoint

Teams

Strategic thinking

Independent work

Relationship building

Territory management

FINRA 6/63/65

FINRA fingerprinting

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Empower Retirement, LLC in Milwaukee seeks a Retirement Plan Advisor to help participants plan their financial futures via group and individual presentations for defined contribution Government 457 plans. You will lead data-driven conversations, hit annual targets, and support stakeholder relationships within your territory.

You will conduct in-person and virtual meetings, manage schedules, document in Salesforce, and collaborate across teams to improve retirement outcomes.