Retirement Readiness Consultant

Empower Retirement, LLC; Colorado; Hybrid; USD 76,000 - 107,000; Full time

Benefits offered by this job

Medical Insurance

Dental Vision

401(k) match

Tuition Reimbursement

Paid Time Off

Volunteer Time Off

Job summary

Empower Retirement, LLC seeks a Retirement Plan Advisor based in Denver, CO to present retirement planning concepts and conduct group and individual meetings for 401(k)/(a), 403(b), and Government 457 plan participants.

You will use data-driven analysis to meet client service levels and annual targets, support Relationships Management, and build partnerships with key stakeholders across the territory.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of relevant financial services experience.
• Strong presentation skills.
• 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 established timeline; current FINRA registrations strongly preferred.
• FINRA fingerprinting required upon hire.

Responsibilities

• Conduct Retirement Readiness Reviews and other meetings with targeted participants to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders for each location or employer-sponsored plans.
• Conduct one-on-one virtual and on-site group 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 collect required information for regulatory compliance.
• Achieve plan level and individual goals to meet 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

Relationship building

Territory management

Strategic thinking

Bilingual in Spanish

FINRA registrations

FINRA fingerprinting

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Word

Excel

PowerPoint

Teams

Job description

Empower Retirement, LLC seeks a Retirement Plan Advisor based in Denver, CO to present retirement planning concepts and conduct group and individual meetings for 401(k)/(a), 403(b), and Government 457 plan participants.

You will use data-driven analysis to meet client service levels and annual targets, support Relationships Management, and build partnerships with key stakeholders across the territory.