Retirement Plan Advisor

Empower Geographics Inc

Wisconsin, 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
Empower Geographics Inc is seeking a Retirement Plan Advisor to assist individuals in achieving their retirement goals through presentations and consultations. The role requires strong presentation skills, financial services experience, and the ability to build strategic relationships while adhering to regulatory compliance

Job Summary

  • The Retirement Plan Advisor assists individuals in achieving a successful retirement through group and individual presentations to plan participants.
  • This role requires developing strategic partnerships with key stakeholders and managing meeting schedules including travel booking within the assigned territory.
  • The company offers a comprehensive benefits package including medical insurance, a 401(k) plan with up to 6% matching, and paid volunteer time.

Matching Summary

Match Score: 85

Empower Geographics Inc is seeking a Retirement Plan Advisor to assist individuals in achieving their retirement goals through presentations and consultations. The role requires strong presentation skills, financial services experience, and the ability to build strategic relationships while adhering to regulatory compliance.

Salary

Base: $72,200.00 - $101,975.00; Bonus/Equity: Sales incentives and potential bonus plan available; Benefits: Medical dental vision life insurance 401(k) matching tuition reimbursement

Skills & Requirements

Must-have

  • Strong presentation skills required
  • Proficiency in MS Word Excel PowerPoint Teams
  • Strategic thinker who can work independently
  • Relationship building and territory management skills

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
  • FINRA fingerprinting required upon hire
  • 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