Senior Retirement Strategy Advisor - Remote & Trusted Guidance

Empower Retirement; Dallas (TX); Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time

FMLA

BRGs

Job summary

Empower Retirement is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans toward long-term financial success. You will deliver personalized retirement, investment, and financial wellness advice using Empower's planning tools, in hybrid in-person and virtual consultations across an assigned territory.

You will assess overall financial health, develop tailored strategies, document interactions in Salesforce, and collaborate with internal teams to meet

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 and financial wellness.
• Utilize proprietary planning software to deliver investment reviews and tailored recommendations.
• Customize and implement actionable plans using analytical tools to promote long-term behavioral change.
• Lead one-on-one consultations and group education sessions, virtual and in-person.
• Document interactions and recommendations in Salesforce with follow-up strategies.
• Meet or exceed SLAs and client expectations; support business objectives.
• Build partnerships with Client Relationship Managers, Customer Care, Marketing, HR and benefits coordinators.
• Collaborate with Empower Personal Wealth to refer participants to wealth management.

Skills

Financial services experience

FINRA registrations

Travel up to 50%

Interpersonal skills

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

CRM systems

Job description

Empower Retirement is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans toward long-term financial success. You will deliver personalized retirement, investment, and financial wellness advice using Empower's planning tools, in hybrid in-person and virtual consultations across an assigned territory.

You will assess overall financial health, develop tailored strategies, document interactions in Salesforce, and collaborate with internal teams to meet