Retirement Planner & Financial Wellness Advisor

Empower; United States; Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Health insurance

401(k) with company matching

Tuition reimbursement

Jeans-friendly dress code

Paid time off & holidays

Volunteer time off

Leave of absence & FMLA

BRGs

Job summary

Empower is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored retirement plans, delivering personalized advice across financial life areas. Role includes in-person and virtual consultations within an assigned geography, fulfilling client service and business objectives.

Responsibilities include detailed investment reviews, tailored strategies, and proactive follow-ups to encourage long-term financial wellness. Travel may be required up to 50%.

Qualifications

• Bachelor's degree or equivalent experience preferred.
• 7+ years of relevant financial services experience.
• FINRA Series 6, 63 and 65 registrations required.
• Strong interpersonal, communication, and presentation skills.
• Strategic thinker with the ability to work independently and manage a personal book of business.
• Deep understanding of defined contribution plans, financial planning principles, and investment management topics.
• Ability to travel to client sites as necessary (up to 50%).
• FINRA Fingerprinting required upon hire.

Responsibilities

• Conduct in-depth advice conversations to assess participants' overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness
• Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance
• Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change
• Lead one-on-one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices
• Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up strategies
• Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals
• Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups)
• Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower's wealth management solution

Skills

Interpersonal skills

Presentation skills

Independent work

Financial planning knowledge

Defined contribution plans

Education

Bachelor's degree

Equivalent experience

Tools

Salesforce

CRM systems

Microsoft Office

Microsoft Teams

Job description

Empower is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored retirement plans, delivering personalized advice across financial life areas. Role includes in-person and virtual consultations within an assigned geography, fulfilling client service and business objectives.

Responsibilities include detailed investment reviews, tailored strategies, and proactive follow-ups to encourage long-term financial wellness. Travel may be required up to 50%.