The Strategic Retirement Plan Advisor guides individuals toward long-term financial success by delivering personalized advice across all aspects of their financial lives
Job Summary
The Strategic Retirement Plan Advisor guides individuals toward long-term financial success by delivering personalized advice across all aspects of their financial lives.
The role supports both in-person and virtual consultations while meeting client service expectations and business objectives.
Empower offers diverse benefits including medical, dental, vision, life insurance, 401(k) with company matching, tuition reimbursement, paid time off, and paid volunteer time.
Matching Summary
The Strategic Retirement Plan Advisor guides individuals toward long-term financial success by delivering personalized advice across all aspects of their financial lives.
Salary
Base: $87,400.00 - $123,400.00; Bonus/Equity: Sales incentives and bonus plans possible; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off
Skills & Requirements
Must-have
Conduct in-depth financial advice conversations
Utilize proprietary financial planning software
Lead virtual and in-person consultations
Document interactions in Salesforce
Travel to client sites up to 50%
Nice-to-have
Experience in sales and wealth management
Proficiency with investment planning tools
Skilled in Microsoft Office and Teams
Familiarity with Salesforce or CRM systems
Work-life balance and inclusive culture
Key Requirements
Bachelor’s degree or equivalent experience preferred