Retirement Plan Advisor- Pa

Empower Geographics Inc

Moosic, PA, US
Base: $72,200.00 - $101,975.00; bonus/equity: sale...
Hybrid
Strong presentation skills
Proficiency in ms word, excel, powerpoint, teams
Strong relationship building skills
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to 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 plan participants.
  • We offer diverse and inclusive benefits including medical, dental, vision, life insurance, 401(k) with company matching, tuition reimbursement, paid time off, and volunteer time.
  • Empower fosters a welcoming and inclusive environment with a focus on purpose, well-being, work-life balance, and internal mobility.

Matching Summary

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

Salary

Base: $72,200.00 - $101,975.00; Bonus/Equity: Sales incentives and bonus plans may apply; Benefits: Medical, dental, vision, life insurance, 401(k) with matching, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • Strong presentation skills
  • Proficiency in MS Word, Excel, PowerPoint, Teams
  • Strong relationship building skills
  • Territory management skills
  • Consultative client interactions
  • Data-driven analytical thinking
  • In-person meeting delivery

Nice-to-have

  • Working knowledge of Salesforce
  • Knowledge of retirement planning building blocks
  • Basic understanding of defined contribution plans
  • Collaborative teamwork
  • Flexible work environment
  • Inclusive workplace culture

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3 to 5 years financial services experience
  • FINRA Series 6, 63, 65 registrations required
  • FINRA fingerprinting required upon hire
  • Must be based in Northeastern PA
  • Authorized to work in the U.S. without sponsorship

Work Rights

Authorized to work in the U.S. without sponsorship

Tailored Resume

Cover Letter