Strategic Retirement Planner & Wealth Advisor

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

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

Job summary

Empower Retirement seeks a Strategic Retirement Plan Advisor to guide employer-sponsored plan participants toward long-term financial success, delivering personalised advice across financial life using Empower's tools. This role supports in-person and virtual consultations within an assigned territory and requires strong client-service focus.

You will assess retirement readiness, tailor investment strategies, document interactions in Salesforce, and collaborate across teams to meet objectives.

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, investment management, household financial planning, and general financial wellness.
• Utilise proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance.
• Customise and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behaviour 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 and externally to support client outcomes.
• Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower's wealth management solutions.

Skills

Interpersonal skills

Communication

Presentation skills

Strategic thinker

Travel willingness

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

CRM systems

Microsoft Office

Microsoft Teams

Job description

Empower Retirement seeks a Strategic Retirement Plan Advisor to guide employer-sponsored plan participants toward long-term financial success, delivering personalised advice across financial life using Empower's tools. This role supports in-person and virtual consultations within an assigned territory and requires strong client-service focus.

You will assess retirement readiness, tailor investment strategies, document interactions in Salesforce, and collaborate across teams to meet objectives.