Strategic Retirement Plan Advisor (Fully Remote)

Empower

United States

Remote

USD 110,000 - 180,000

Full time

2 days ago
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Benefits offered by this job

Parental leave
Volunteer time
Inclusion resources

Job summary

Empower is a United States–based financial services firm focused on retirement planning and investment management. We seek an experienced strategist to guide clients toward financial freedom with personalized advice and disciplined planning.

You will assess participants' financial health, craft retirement and investment strategies using our proprietary tools, and communicate clearly to diverse audiences. Series 6/63/65 and 7+ years in the field are required, in a collaborative, inclusive culture

Qualifications

  • 7+ years financial services experience with securities licenses.
  • Strong communication and strategic thinking are essential.

Responsibilities

  • Assess participants' financial health and retirement readiness.
  • Develop tailored strategies using proprietary tools.

Skills

Series 6/63/65
Financial services experience
Strong communication
Strategic thinking

Tools

Investment planning tools
CRM

Job description

  • Assess participants' financial health and retirement readiness.
  • Develop tailored strategies using proprietary tools.

What you will bring:

  • 7+ years financial services, Series 6/63/65.
  • Strong communication and strategic thinking.

What will set you apart:

  • Proficiency in investment planning tools and CRM.

What we offer you:

  • Parental leave, volunteer time, and inclusion resources.
Empower

Empower is a financial services company that helps individuals achieve financial freedom through retirement planning, investment management, and personalized advice. The company fosters a flexible, inclusive culture that encourages internal mobility, well-being, and community involvement.

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