Retirement Plan Advisor — Las Vegas Territory

Empower; Las Vegas (NV); On-site; USD 70,000 - 100,000; Full time

Job summary

Empower is seeking a Retirement Plan Advisor based in the Las Vegas region to assist public employees with 457 plan participation and retirement readiness. You will lead one-on-one and group sessions, build strategic partnerships, and support the Relationship Management team in stakeholder engagement.

You will manage client meetings, document interactions in Salesforce, and drive retirement income objectives while meeting service level agreements and annual targets.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years relevant financial services experience.
• 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, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes.
• 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 in a professional manner.
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants.
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance.
• Achieve plan level and individual goals to help achieve 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

MS Word

Excel

PowerPoint

Teams

Strategic thinking

Independent work

Relationship building

Territory management

Education

Bachelor's degree or equivalent work experience

Tools

Salesforce

Job description

Empower is seeking a Retirement Plan Advisor based in the Las Vegas region to assist public employees with 457 plan participation and retirement readiness. You will lead one-on-one and group sessions, build strategic partnerships, and support the Relationship Management team in stakeholder engagement.

You will manage client meetings, document interactions in Salesforce, and drive retirement income objectives while meeting service level agreements and annual targets.