Retirement Plan Advisor

Empower is a forward‑thinking organization focused on enabling employees to transform their financial futures. We are seeking a Retirement Plan Advisor to help individuals achieve successful retirement outcomes through group and individual presentations to participants in defined contribution plans. Responsibilities Conduct Retirement Readiness Reviews and other 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 schedule, 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 needed 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 in lieu of a degree. 3‑5 years 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 the established timeline; current FINRA registrations are strongly preferred. FINRA fingerprinting required upon hire. Desired Skills Working knowledge of Salesforce. Understanding 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 6% company match, financial advisory services, and discretionary contributions. Tuition reimbursement up to $5,250 per year. Business‑casual environment; jeans permitted. Generous paid time off upon hire, plus ten paid company holidays and three floating holidays each calendar year. Paid volunteer time – 16 hours per calendar year. Paid parental leave, short‑ and long‑term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) open to all employees. Salary Base salary range: $86,600.00 – $122,375.00. Equal Opportunity We are an equal‑opportunity employer committed 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 or 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. Work Location & Requirements The position is based in New York City – Westchester to Brooklyn and requires on‑site presence as needed. Candidates must be authorized to work in the U.S. and we will not sponsor or take over sponsorship of an employment visa. Legal Notice Non‑sales positions may participate in a bonus program. Sales positions are eligible for sales incentives; within some instances a bonus plan may result in total compensation that exceeds base salary depending on performance. #J-18808-Ljbffr