Retirement Plan Advisor - Spanish

Socket.dev; United States; Hybrid; USD 79,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

Job summary

Empower Retirement is seeking a Retirement Plan Advisor to guide plan participants across defined contribution plans on the West Coast, with required Spanish bilingual skills. You will deliver presentations and consultations to improve retirement outcomes while managing relationships with key stakeholders.

Travel between Colorado and California is occasional. You will support the Relationship Management team, meet annual targets, and document activities in Salesforce to ensure regulatory

Qualifications

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

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders in the territory.
• Conduct one-on-one virtual and on-site meetings using various technologies.
• Manage meeting schedules, including travel booking.
• Create and execute dynamic business plans to drive retirement income objectives.
• Document interactions in Salesforce and adhere to regulatory guidelines.
• Achieve plan level and individual goals to meet SLAs and business results.
• Participate in client meetings, sales finals, or other external meetings as needed.
• Collaborate across internal service and management teams to improve effectiveness.

Skills

Spanish bilingual

Presentation skills

MS Word

Excel

PowerPoint

Teams

Strategic thinker

Relationship management

FINRA registrations

FINRA fingerprinting

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Advisor will work with plan participants on the West Coast and bilingual Spanish skills are required.

Occasional travel is required between Colorado and California.

What you will do

• 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 meeting by using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• 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

What you will bring

• Bachelor's degree or equivalent work experience in lieu of a degree
• 3 – 5 years relevant financial services experience
• Spanish bilingual skills required
• Strong presentation skills required
• Proficiency in MS Word, Excel, PowerPoint, and Teams required
• Strategic thinker who can work independently required
• Strong relationship building and territory management skills required
• FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
• FINRA fingerprinting required upon hire

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What will set you apart

• Working knowledge of Salesforce preferred
• Working knowledge of building blocks for successful retirement planning preferred
• Basic understanding of defined contribution plans preferred
• Practical experience providing high-level, consultative client interactions preferred

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time – 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$79,400.00 - $112,175.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.