Retirement Plan Advisor

Empower Geographics Inc

Austin, TX, US
Base: $72,200.00 - $101,975.00; bonus/equity: sale...
Hybrid
Strong presentation skills
Proficiency in ms word excel powerpoint teams
Strategic relationship building
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to defined contribution 401(k) and 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 defined contribution 401(k) and Government 457 plan participants.
  • We offer an array of diverse and inclusive benefits including medical, dental, vision, life insurance, 401(k) with company matching, tuition reimbursement, generous paid time off, and paid volunteer time.
  • Empower promotes a flexible work environment, internal mobility, and a welcoming inclusive culture with a strong commitment to diversity 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 defined contribution 401(k) and Government 457 plan participants.

Salary

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

Skills & Requirements

Must-have

  • Strong presentation skills
  • Proficiency in MS Word Excel PowerPoint Teams
  • Strategic relationship building
  • Territory management skills
  • Conduct virtual and in-person meetings
  • Use Salesforce for documentation

Nice-to-have

  • Working knowledge of Salesforce
  • Consultative client interactions
  • Understanding of defined contribution plans
  • Building blocks for retirement planning
  • Flexible work environment
  • Inclusive and diverse 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 upon hire
  • Authorized to work in the U.S.

Work Rights

Authorized to work in the U.S.; No visa sponsorship available

Tailored Resume

Cover Letter