Retirement Plan Advisor

Empower Geographics Inc

New York City, NY, US
Base: $86,600.00 - $122,375.00; bonus/equity: sale...
Hybrid
Strong presentation skills
Proficiency in ms word excel powerpoint teams
Strategic relationship building
Empower Geographics Inc fosters a flexible work environment with a focus on purpose, well-being, and work-life balance while encouraging internal mobility and community volunteering

Job Summary

  • Empower Geographics Inc fosters a flexible work environment with a focus on purpose, well-being, and work-life balance while encouraging internal mobility and community volunteering.
  • The Retirement Plan Advisor role involves conducting retirement readiness reviews, managing stakeholder relationships, and achieving service level agreements to help clients achieve financial freedom.
  • Employees receive diverse benefits including medical, dental, vision, life insurance, 401(k) with company matching, tuition reimbursement, paid time off, volunteer time, and inclusive business resource groups.

Matching Summary

Empower Geographics Inc fosters a flexible work environment with a focus on purpose, well-being, and work-life balance while encouraging internal mobility and community volunteering.

Salary

Base: $86,600.00 - $122,375.00; 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
  • Consultative client interactions
  • Data-driven analytical thinking

Nice-to-have

  • Working knowledge of Salesforce
  • Understanding of defined contribution plans
  • Experience with retirement planning building blocks
  • Collaborative teamwork
  • Flexible work environment

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
  • Must be based in New York City - Westchester to Brooklyn territory
  • Authorized to work in the U.S. without sponsorship

Work Rights

Authorized to work in the U.S. without sponsorship

Tailored Resume

Cover Letter