Retirement Plan Advisor

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Job description

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Are you passionate about helping people achieve their dreams of a secure retirement? Do you think most people would save more if they understood the levers to achieving their retirement income goals? At Empower Retirement, this is our only mission. Empower is a leading provider of group retirement services, with more than a century of experience providing financial security to people across America, Here is your opportunity to join us as a Retirement Plan Advisor.

The Retirement Plan Advisor must be based in the East or North Bay Area. Candidates in the South Bay or in San Francisco will not be considered (unless you are relocating).

This role will work with plans primarily in the Bay Area, but will work with plans in other areas. Overnight travel ~15 nights a year.

What you will do

Elicit actions to help individuals secure a healthy retirement and plan their financial future. Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

• Develop strategic partnerships with key contacts in each location and agencies within assigned territory

• Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes

• Create dynamic business plan and strategy to maximize impact on participants in assigned territory

• Define a variety of dynamic needs and challenges by using thoughtful analytics

• Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines

• Satisfy service level agreements for the plan as well as achieve business results

• Work collaboratively across internal service and management teams to improve effectiveness

What you will bring

• Bachelor's degree in Business or Finance; or equivalent work experience

• 2+ years related experience

• Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)

• Strategic thinker who can work independently

• Strong relationship building and territory management skills

• Experienced and effective public speaker

• FINRA Series 6, 63, 65 registrations obtained within 90 days of hire date - current FINRA registrations strongly preferred

• FINRA fingerprinting upon hire

What will set you apart

• Experience with retirement planning/financial planning software

• Proficient in MS Word, Excel, PowerPoint

• Good working knowledge of the firm's products, the defined contribution business and ERISA

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 5%), 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 nine 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the 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.

Base Salary Range

$ 66,,300.00

Location

CA Remote

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.