Retirement Strategy Advisor - Financial Wellness & Growth
Empower Retirement
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Benefits offered by this job
Job summary
Empower Retirement is seeking a Strategic Retirement Plan Advisor to guide individuals in employer-sponsored retirement plans toward long-term financial success. You will conduct personalized assessments and deliver tailored investment and retirement strategies through in-person and virtual consultations across assigned territories.
With 7+ years in financial services and FINRA registrations 6, 63, and 65, you will build relationships, document interactions in Salesforce, and strive to exceed
Qualifications
- Bachelor's degree or equivalent experience preferred.
- 7+ years of relevant financial services experience.
- FINRA Series 6, 63 and 65 registrations required.
- Travel up to 50% to client sites.
- FINRA Fingerprinting required upon hire.
Responsibilities
- Conduct in-depth advice conversations on retirement readiness and financial wellness.
- Deliver investment reviews and tailored recommendations.
- Create and implement personalized financial plans.
- Lead one-on-one and group education sessions, virtual and in-person.
- Document interactions in Salesforce and ensure follow-up strategies.
- Meet or exceed SLAs and performance goals.
- Collaborate with internal and external partners.
Skills
Education
Tools
Job description
Empower Retirement is seeking a Strategic Retirement Plan Advisor to guide individuals in employer-sponsored retirement plans toward long-term financial success. You will conduct personalized assessments and deliver tailored investment and retirement strategies through in-person and virtual consultations across assigned territories.
With 7+ years in financial services and FINRA registrations 6, 63, and 65, you will build relationships, document interactions in Salesforce, and strive to exceed
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