Retirement Readiness Consultant (Public Sector)

Empower; Milton (MA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs inclusion program

Casual dress

Job summary

Empower in the Framingham area seeks an Advisor to work with public employees on retirement planning and readiness, with remote/hybrid options and travel as needed.

The ideal candidate has 3–5 years in financial services, FINRA registrations, and strong Salesforce/MS Office skills to conduct meetings, build partnerships, manage schedules, and drive retirement outcomes for participants.

Qualifications

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3–5 years relevant financial services experience.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.

Responsibilities

• Conduct Retirement Readiness Reviews and other meetings to improve retirement outcomes.
• Develop and maintain strategic partnerships with stakeholders in the territory.
• Conduct one-on-one and group meetings using virtual/on-site formats.
• Manage meeting schedules and travel arrangements.
• Create and execute plans to drive retirement income objectives.
• Document interactions in Salesforce and ensure regulatory compliance.

Skills

Retirement planning

Relationship building

Territory management

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Empower in the Framingham area seeks an Advisor to work with public employees on retirement planning and readiness, with remote/hybrid options and travel as needed.

The ideal candidate has 3–5 years in financial services, FINRA registrations, and strong Salesforce/MS Office skills to conduct meetings, build partnerships, manage schedules, and drive retirement outcomes for participants.