Retirement Plan Advisor

Empower Geographics Inc

Colorado, US
Base: $75,800.00 - $107,075.00; bonus/equity: sale...
Hybrid
Strong presentation skills required
Proficiency in ms word excel powerpoint teams
Strategic thinker who can work independently
Empower Geographics Inc. is seeking a Retirement Plan Advisor to assist individuals in planning their financial futures through presentations and consultations on retirement plans. This hybrid position requires the candidate to have relevant financial services experience and strong presentation skills while offering a supportive, inclusive work environment with various benefits

Job Summary

  • The Retirement Plan Advisor assists individuals in achieving a successful retirement through group and individual presentations on 401(k), 403(b), and 457 plans.
  • This role requires developing strategic partnerships with key stakeholders and conducting one-on-one virtual and on-site meetings to drive positive retirement income objectives.
  • Employees receive comprehensive benefits including medical, dental, vision, life insurance, a 401(k) plan with up to 6% company matching, and tuition reimbursement up to $5,250 per year.

Matching Summary

Match Score: 85

Empower Geographics Inc. is seeking a Retirement Plan Advisor to assist individuals in planning their financial futures through presentations and consultations on retirement plans. This hybrid position requires the candidate to have relevant financial services experience and strong presentation skills while offering a supportive, inclusive work environment with various benefits.

Salary

Base: $75,800.00 - $107,075.00; Bonus/Equity: Sales incentives and potential bonus plan available; Benefits: Medical, dental, vision, life, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • Strong presentation skills required
  • Proficiency in MS Word Excel PowerPoint Teams
  • Strategic thinker who can work independently
  • Reliable transportation for territory travel

Nice-to-have

  • Working knowledge of Salesforce preferred
  • Building blocks for successful retirement planning
  • High-level consultative client interactions
  • Welcoming and inclusive environment culture

Key Requirements

  • Bachelor's degree or equivalent work experience
  • 3-5 years relevant financial services experience
  • FINRA Series 6, 63, 65 registrations required
  • Must be based in Colorado Front Range area
  • Authorized to work for any employer in the U.S.

Work Rights

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

Tailored Resume

Cover Letter