Strategic Retirement Plan Advisor- Texas

Empower; Dallas (TX); On-site; USD 87,000 - 123,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Tuition reimbursement

Casual dress

Paid time off

Volunteer time

Job summary

Empower in Dallas seeks a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans with personalized advice across retirement, investments, and financial wellness. The role supports in-person and virtual consultations across an assigned territory.

You will document interactions in Salesforce, deliver tailored plans, and collaborate with internal teams. A bachelor's degree and 7+ years in financial services, plus FINRA registrations, are required.

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’ financial health and retirement readiness.
• Utilize proprietary planning software to deliver investment reviews and tailored recommendations.
• Customize and implement actionable financial plans using analytical tools.
• Lead one-on-one consultations and group education sessions, virtual and in-person.
• Document interactions in Salesforce and ensure compliance and follow-up strategies.
• Meet or exceed SLAs, client expectations, and annual performance goals.
• Build and maintain strategic partnerships with internal and external teams.
• Collaborate with Empower Personal Wealth to refer participants to wealth management solutions.

Skills

Financial services experience

FINRA Series 6/63/65

Strong communication

Independent work

Travel up to 50%

FINRA Fingerprinting

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Microsoft Office

Microsoft Teams

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Strategic Retirement Plan Advisor guides individuals in an employer-sponsored retirement plan toward long-term financial success by delivering personalized advice across all aspects of their financial lives. Leveraging data-driven insights and Empower’s proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and helps participants take confident, informed action. This role supports both in-person and virtual consultations across an assigned territory—geographic and/or client-based—while meeting client service expectations and business objectives.

What you will do

• Conduct in-depth advice conversations to assess participants’ overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness

• Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance

• Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change

• Lead one‑on‑one consultations and group education sessions, both virtual and in‑person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices

• Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow‑up strategies

• Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals

• Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups)

• Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions

What you will bring

• 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

What will set you apart

• Experience in sales and/or wealth management preferred
• Proficiency with investment planning tools and financial wellness platforms
• Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams
• Familiarity with Salesforce or other CRM systems

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long‑term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$87,400.00 - $123,400.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***