Retirement Plan Advisor- Pa

Empower Geographics Inc

Northeastern PA, United States
Base: $72,200.00 - $101,975.00; bonus/equity: sale...
Hybrid
Strong presentation skills required
Proficiency in ms word excel powerpoint teams
Strategic thinker who can work independently
The Retirement Plan Advisor assists individuals in achieving a successful retirement through group and individual presentations to plan participants

Job Summary

  • The Retirement Plan Advisor assists individuals in achieving a successful retirement through group and individual presentations to plan participants.
  • This role uses data-driven, analytical thinking to lead impactful conversations with participants while meeting client service level agreements.
  • Employees receive comprehensive benefits including medical, dental, vision, life insurance, and up to $5,250/year in tuition reimbursement.

Matching Summary

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

Salary

Base: $72,200.00 - $101,975.00; Bonus/Equity: Sales incentives and potential bonus plan available; Benefits: Medical, dental, vision, life, 401(k) match up to 6%

Skills & Requirements

Must-have

  • Strong presentation skills required
  • Proficiency in MS Word Excel PowerPoint Teams
  • Strategic thinker who can work independently

Nice-to-have

  • Working knowledge of Salesforce preferred
  • Building blocks for successful retirement planning
  • High-level consultative client interactions

Key Requirements

  • Bachelor's degree or equivalent work experience
  • 3-5 years relevant financial services experience
  • FINRA Series 6, 63, 65 registrations required
  • 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