Retirement Plan Advisor — Remote & Travel Ready

Empower Retirement; Salt Lake City (UT); Remote; USD 72,000 - 102,000; Full time

Benefits offered by this job

401(k) with generous matching

Tuition reimbursement

Paid volunteer time

Generous paid time off

Job summary

Empower Retirement seeks a Retirement Plan Advisor to assist clients in achieving successful retirement planning through group and individual presentations. Strong presentation skills and 3-5 years of relevant financial services experience are required.

This position offers a flexible work environment and significant opportunities for internal mobility, focusing on relationship building and consultative interactions with clients.

Qualifications

• 3 - 5 years relevant financial services experience.
• FINRA Series 6, 63, 65 registrations required.
• Strong relationship building and territory management skills required.

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations.
• Develop and maintain partnerships with key stakeholders.
• Document interactions in Salesforce for compliance.

Skills

Strong presentation skills

Relationship building

Territory management

Data-driven analytical thinking

Consultative expertise

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Word

Excel

PowerPoint

Teams

Job description

Empower Retirement seeks a Retirement Plan Advisor to assist clients in achieving successful retirement planning through group and individual presentations. Strong presentation skills and 3-5 years of relevant financial services experience are required.

This position offers a flexible work environment and significant opportunities for internal mobility, focusing on relationship building and consultative interactions with clients.