Empowercommunitycare is seeking a bilingual Spanish Retirement Plan Advisor to assist individuals in planning their financial futures through presentations and consultations. The role requires strong relationship-building skills and a financial services background, with a focus on achieving retirement outcomes for participants
Job Summary
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations.
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
We offer an array of diverse and inclusive benefits regardless of where you are in your career.
Matching Summary
Match Score: 85
Empowercommunitycare is seeking a bilingual Spanish Retirement Plan Advisor to assist individuals in planning their financial futures through presentations and consultations. The role requires strong relationship-building skills and a financial services background, with a focus on achieving retirement outcomes for participants.
Salary
Base: $79,400.00 - $112,175.00; Bonus/Equity: Non-sales positions participate in bonus program; Sales positions eligible for sales incentives; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, PTO, paid holidays, floating holidays, paid volunteer time, paid parental leave, short/long-term disability, FMLA
Skills & Requirements
Must-have
Bilingual Spanish skills required
Strong presentation skills
MS Word, Excel, PowerPoint, and Teams proficiency
Strategic thinker
Independent work capability
Relationship building skills
Territory management skills
Nice-to-have
Working knowledge of Salesforce
Working knowledge of retirement planning building blocks