Retirement Plan Advisor

Job Summary Assist individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants across all plan sizes. Responsibilities Conduct Retirement Readiness Reviews, individual meetings, and group presentations using consultative expertise to improve retirement outcomes. Develop and maintain strategic partnerships with key stakeholders for each location within the assigned territory or for assigned employer-sponsored plans. Conduct one‑on‑one virtual and on‑site group meetings using various technologies. Manage meeting schedules, including travel booking. Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants. Document interactions in Salesforce and collect required information to adhere to regulatory compliance guidelines. Achieve plan‑level and individual goals to meet service level agreements and business results. Participate in client meetings, sales finals, or other external meetings as needed. Work collaboratively across internal service and management teams to improve effectiveness. Qualifications Bachelor’s degree or equivalent work experience. 3–5 years of relevant financial services experience. Strong presentation skills. Proficiency in MS Word, Excel, PowerPoint, and Teams. Strategic thinker who can work independently. Strong relationship building and territory management skills. FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred. FINRA fingerprinting required upon hire. What Sets You Apart Working knowledge of Salesforce. Knowledge of building blocks for successful retirement planning. Basic understanding of defined contribution plans. Practical experience providing high‑level, consultative client interactions. Benefits Medical, dental, vision, and life insurance. 401(k) plan with generous company matching up to 6%, financial advisory services, potential company discretionary contribution, and broad investment lineup. Tuition reimbursement up to 5,250 per year. Business‑casual environment that includes the option to wear jeans. Generous paid time off upon hire, including paid time off program, ten paid company holidays, and three floating holidays each calendar year. Paid volunteer time—16 hours per calendar year. Leave of absence programs, including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) facilitating inclusion and collaboration across our business and communities. Salary Base Salary Range: 79,400.00 – 112,175.00. Equal Opportunity Employer We are an equal‑opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Remote and Hybrid Position Requirements For remote and hybrid positions you must provide reliable high‑speed internet with a wired connection and an adequate workspace at home. Additional equipment will be provided, but you may be required to work in the office if your home environment does not meet the requirements. #J-18808-Ljbffr Empower Retirement, LLC