Retirement Plan Advisor – Flexible, Impactful Guidance

Empower Retirement; Framingham (MA); On-site; USD 79,000 - 112,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with company matching

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

Job summary

Empower Retirement is seeking a Retirement Plan Advisor to help public employees in the Framingham area achieve a secure retirement. The role requires presenting to groups and individuals, using data-driven analysis, and meeting client service targets.

You will travel as needed within the territory and support the Relationship Management team to foster key stakeholder relationships. Requirements include a Bachelor's degree or equivalent experience, 3–5 years in financial services, strong

Qualifications

• Bachelor's degree or equivalent work experience required.
• 3–5 years of financial services experience preferred.
• Strong presentation and communication skills essential.
• Proficiency with Salesforce and MS Office tools is expected.

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations.
• Develop partnerships with stakeholders in the territory.
• Manage meetings and travel scheduling, both virtual and on-site.
• Document interactions in Salesforce and track compliance.
• Achieve plan and individual goals to meet SLAs and results.
• Collaborate with internal teams to improve effectiveness.

Skills

Presentation skills

Independent thinker

Relationship management

Territory management

Financial services experience

Strong communication

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Office Suite

Job description

Empower Retirement is seeking a Retirement Plan Advisor to help public employees in the Framingham area achieve a secure retirement. The role requires presenting to groups and individuals, using data-driven analysis, and meeting client service targets.

You will travel as needed within the territory and support the Relationship Management team to foster key stakeholder relationships. Requirements include a Bachelor's degree or equivalent experience, 3–5 years in financial services, strong