Retirement Plan Advisor: Public Sector Retirement Strategy

Empower LLC; Jacksonville, Northern (FL, KY); Hybrid; USD 72,000 - 102,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company matching

Tuition reimbursement

Generous paid time off

Paid volunteer time

Job summary

Empower LLC is looking for a Retirement Plan Advisor in Jacksonville, FL, to assist clients in retirement planning through group presentations and individual meetings. The ideal candidate will have 3-5 years of financial services experience and a bachelor's degree or equivalent experience.

You will use analytical thinking and consultation skills to improve retirement outcomes. Strong presentation and relationship management skills are essential for success, along with proficiency in Salesforce

Qualifications

• 3 – 5 years relevant financial services experience.
• FINRA Series 6, 63, 65 registrations required.

Responsibilities

• Conduct individual meetings and group presentations.
• Develop strategic partnerships within assigned territory.
• Manage meeting schedule and travel bookings.
• Document interactions in Salesforce.

Skills

Presentation skills

Relationship building

Territory management

Analytical thinking

Strong communication

Education

Bachelor's degree or equivalent work experience

Tools

Salesforce

MS Word

Excel

PowerPoint

Microsoft Teams

Job description

Empower LLC is looking for a Retirement Plan Advisor in Jacksonville, FL, to assist clients in retirement planning through group presentations and individual meetings. The ideal candidate will have 3-5 years of financial services experience and a bachelor's degree or equivalent experience.

You will use analytical thinking and consultation skills to improve retirement outcomes. Strong presentation and relationship management skills are essential for success, along with proficiency in Salesforce