Retirement Plan Advisor- Jacksonville

Empower Geographics Inc

Jacksonville, FL, USA
Base: $72,200.00 - $101,975.00; bonus/equity: not ...
Remote
Group and individual presentations
Data-driven analytical thinking
Client service level agreements
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.
  • This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned.
  • 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.

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: $72,200.00 - $101,975.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision and life insurance, 401(k) plan with company matching, tuition reimbursement, generous PTO, paid volunteer time, leave of absence programs

Skills & Requirements

Must-have

  • Group and individual presentations
  • Data-driven analytical thinking
  • Client service level agreements
  • Strategic partnerships with stakeholders
  • Conduct one-on-one virtual and on-site meetings
  • Create and execute business plans
  • Document interactions in Salesforce
  • Achieve plan level and individual goals

Nice-to-have

  • Transforming financial lives
  • Flexible work environment
  • Fluid career paths
  • Internal mobility celebration
  • Purpose, well-being, and work-life balance
  • Welcoming and inclusive environment
  • Volunteering for causes

Key Requirements

  • Bachelor's degree or equivalent work experience
  • 3 – 5 years relevant financial services experience
  • Strong presentation skills
  • Proficiency in MS Word, Excel, PowerPoint, and Teams
  • Strategic thinker who can work independently
  • Strong relationship building and territory management skills
  • FINRA Series 6, 63, 65 registrations required within established timeline
  • FINRA fingerprinting required upon hire

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter