Retirement Plan Advisor — Territory Leader & Presenter

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Paid time off

Paid volunteer time

Parental leave

Job summary

Empower is seeking a Retirement Plan Advisor to guide individuals and plan participants toward a secure financial future. You’ll present to groups and individuals, build strategic partnerships, and manage a travel-heavy territory across the West.

You will document interactions in Salesforce, meet service targets, and collaborate with internal teams to optimize retirement outcomes while navigating regulatory guidelines. FINRA registrations are preferred and fingerprinting is required upon hire.

Qualifications

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3–5 years relevant financial services experience.
• 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.

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 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.

Skills

Strong presentation skills

Strategic thinker

Independent worker

Territory management

Relationship building

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

Empower is seeking a Retirement Plan Advisor to guide individuals and plan participants toward a secure financial future. You’ll present to groups and individuals, build strategic partnerships, and manage a travel-heavy territory across the West.

You will document interactions in Salesforce, meet service targets, and collaborate with internal teams to optimize retirement outcomes while navigating regulatory guidelines. FINRA registrations are preferred and fingerprinting is required upon hire.