Retirement Plan Advisor

Empower Geographics Inc

Nashville, TN, US
Base: $72,200.00 - $101,975.00; bonus/equity: sale...
Hybrid
Consultative retirement planning expertise
Strong presentation skills
Territory management skills
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 using consultative expertise to improve retirement outcomes for public employees in Nashville.
  • The company offers diverse benefits including medical, dental, vision, life insurance, 401(k) with company match, 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: $72,200.00 - $101,975.00; Bonus/Equity: Sales incentives and bonus plans possible; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement, paid time off

Skills & Requirements

Must-have

  • Consultative retirement planning expertise
  • Strong presentation skills
  • Territory management skills
  • Proficiency in MS Office and Teams
  • Data-driven analytical thinking
  • Virtual and on-site meeting management

Nice-to-have

  • Working knowledge of Salesforce
  • Experience with defined contribution plans
  • High-level consultative client interactions
  • Strategic partnership development
  • Inclusive and flexible work environment

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3-5 years financial services experience
  • FINRA Series 6, 63, 65 registrations required
  • FINRA fingerprinting upon hire
  • Authorized to work in the U.S.
  • Based in Nashville territory

Work Rights

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

Tailored Resume

Cover Letter