Retirement Plan Advisor- Baltimore

Overview The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data‑driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. The position also supports the Relationship Management team in establishing and maintaining relationships with key stakeholders within the territory, which includes a major employer in the Northwest Baltimore area (up to York and Chambersburg, PA); the advisor must be based in this territory to deliver in‑person meetings. Responsibilities Conduct retirement readiness reviews, as well as other individual meetings and group presentations, with targeted participants 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 by using various technologies in a professional manner. 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 guidelines for regulatory compliance. 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 required. Proficiency in MS Word, Excel, PowerPoint, and Teams required. Strategic thinker who can work independently required. Strong relationship building and territory management skills required. FINRA Series 6, 63, 65 registrations required within an established timeline; current FINRA registrations strongly preferred. FINRA fingerprinting required upon hire. Applicants must be authorized to work for any employer in the U.S.; we are unable to sponsor or take over sponsorship of an employment visa at this time. What Sets You Apart Working knowledge of Salesforce preferred. Working knowledge of building blocks for successful retirement planning preferred. Basic understanding of defined contribution plans preferred. Practical experience providing high‑level, consultative client interactions preferred. Benefits Medical, dental, vision, and life insurance. Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) and potential company discretionary contribution. Financial advisory services. Broad investment lineup. Tuition reimbursement up to $5,250 per year. Business‑casual environment, including the option to wear jeans. Generous paid time off upon hire, a 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 – paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA). Business Resource Groups (BRGs) that facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Equal Opportunity Employer • Drug‑free workplace. We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), 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 anyotherstatusprotectedbyapplicablestateorlocallaw. #J-18808-Ljbffr Empower Retirement, LLC