Retirement Plan Advisor

Empower Geographics Inc

Orange County, CA, US
Base: $79,400.00 - $112,175.00; bonus/equity: sale...
Hybrid
Consultative retirement planning expertise
Strong relationship building skills
Proficiency in ms word, excel, powerpoint, teams
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to Government 457 plan participants

Job Summary

  • The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to Government 457 plan participants.
  • We offer diverse benefits including medical, dental, vision and life insurance, 401(k) plan with company matching, tuition reimbursement, generous paid time off, and paid volunteer time.
  • Empower Geographics Inc fosters a welcoming and inclusive environment with a flexible work culture that encourages internal mobility and community involvement.

Matching Summary

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to Government 457 plan participants.

Salary

Base: $79,400.00 - $112,175.00; Bonus/Equity: Sales incentives and bonus plans available; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • Consultative retirement planning expertise
  • Strong relationship building skills
  • Proficiency in MS Word, Excel, PowerPoint, Teams
  • Territory management skills
  • In-person meetings in Orange County

Nice-to-have

  • Working knowledge of Salesforce
  • Experience with defined contribution plans
  • High-level consultative client interactions
  • Strategic thinking and independent work
  • Inclusive and flexible work environment

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3 – 5 years financial services experience
  • FINRA Series 6, 63, 65 registrations required
  • FINRA fingerprinting upon hire
  • Must be based in Orange County
  • Authorized to work in the U.S.

Work Rights

Authorized to work in the U.S.

Tailored Resume

Cover Letter