Retirement Planning Strategist

Empower LLC; Indianapolis (IN); Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

401(k) plan with generous company-matc

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Empower LLC is seeking a Strategic Retirement Plan Advisor to guide employer-sponsored retirement plan participants toward long-term financial success. You will deliver personalized, data-driven advice in-person and virtually across an assigned territory, while meeting service expectations and business objectives.

You will conduct comprehensive assessments, develop tailored investment strategies, and work with internal teams to ensure exceptional client outcomes.

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 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, retirement readiness, and financial wellness.
• Utilize proprietary planning software to deliver investment reviews and tailored recommendations.
• Customize and implement actionable financial plans using analytical tools.
• Lead one-on-one consultations and group education sessions, virtual and in-person.
• Document interactions and recommendations in Salesforce; ensure compliance and follow-up.
• Meet or exceed SLAs and client expectations; contribute to business goals.
• Build internal and external partnerships to support client outcomes.
• Collaborate with Empower Personal Wealth to refer participants to wealth management solutions.

Skills

Financial services experience

Interpersonal skills

Presentation skills

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

CRM systems

Microsoft Teams

Job description

Empower LLC is seeking a Strategic Retirement Plan Advisor to guide employer-sponsored retirement plan participants toward long-term financial success. You will deliver personalized, data-driven advice in-person and virtually across an assigned territory, while meeting service expectations and business objectives.

You will conduct comprehensive assessments, develop tailored investment strategies, and work with internal teams to ensure exceptional client outcomes.