Strategic Retirement Plan Advisor

Empower

Base: $87,400.00 - $123,000.00; bonus/equity: sale...
Hybrid
7+ years financial services experience
Finra series 6, 63, and 65 registrations
Conduct in-depth financial health assessments
The role guides individuals toward long-term financial success by delivering personalized advice across all aspects of their financial lives

Job Summary

  • The role guides individuals toward long-term financial success by delivering personalized advice across all aspects of their financial lives.
  • Employees enjoy a flexible work environment with fluid career paths, internal mobility, and generous paid volunteer time.
  • Compensation includes a base salary range of $87,400.00 to $123,000.00 plus potential sales incentives and a 401(k) match up to 6%.

Matching Summary

The role guides individuals toward long-term financial success by delivering personalized advice across all aspects of their financial lives.

Salary

Base: $87,400.00 - $123,000.00; Bonus/Equity: Sales incentives and bonus plan available; Benefits: Medical, dental, vision, life insurance, 401(k) match up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Must-have

  • 7+ years financial services experience
  • FINRA Series 6, 63, and 65 registrations
  • Conduct in-depth financial health assessments
  • Utilize proprietary financial planning software
  • Travel up to 50% to client sites

Nice-to-have

  • Experience in sales and wealth management
  • Proficiency with Microsoft Office and Teams
  • Familiarity with Salesforce CRM systems
  • Strategic partnership building skills
  • Ability to lead group education sessions

Key Requirements

  • Bachelor's degree or equivalent experience
  • FINRA Series 6, 63, and 65 licenses required
  • Authorized to work for any employer in the U.S.
  • FINRA Fingerprinting required upon hire
  • Deep understanding of defined contribution plans

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter