Strategic Retirement & Financial Wellness Advisor

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

Benefits offered by this job

Medical, dental, vision and life保险

401(k) plan with generous match up to

Tuition reimbursement

Paid time off and holidays

Volunteer time

BRGs and inclusive culture

Job summary

Empower is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans toward long-term financial success. You will deliver personalized advice, conduct comprehensive assessments, and create tailored strategies using proprietary tools, with in-person and virtual consultations across a defined territory.

Join a mission-driven team that values client outcomes, data-driven insight, and collaboration with Wealth Management partners.

Qualifications

• Conduct in-depth advice conversations to assess participants’ financial health and retirement readiness.
• Deliver investment reviews and tailored recommendations using proprietary tools.
• Develop and implement actionable financial plans with analytical insights.
• Lead one-on-one and group education sessions, in-person and virtual.
• Document client interactions in Salesforce and ensure follow-up.

Responsibilities

• Conduct in-depth retirement readiness conversations across investment and financial planning.
• Deliver objective recommendations tailored to risk tolerance and goals.
• Develop actionable plans and follow up to drive behavior change.
• Lead sessions covering retirement planning and investing fundamentals.
• Collaborate with internal teams and Wealth Management partners.

Skills

Strong interpersonal

Communication

Presentation skills

Strategic thinking

Independent work

Travel up to 50%

Education

Bachelor’s degree or equivalent experience

FINRA Series 6, 63 and 65 registrations

Tools

Salesforce

Proprietary financial planning software

Microsoft Office (Word, Excel, PowerPoint)

Job description

Empower is seeking a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans toward long-term financial success. You will deliver personalized advice, conduct comprehensive assessments, and create tailored strategies using proprietary tools, with in-person and virtual consultations across a defined territory.

Join a mission-driven team that values client outcomes, data-driven insight, and collaboration with Wealth Management partners.