Retirement Plan Advisor
📋 Role Overview & Responsibilities
As a Retirement Plan Advisor, you will help individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. You’ll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
This Advisor will work in person and virtually with employees in the Southeast region of Wisconsin. Local travel is required.
THIS IS NOT a 100% work from home position.
What you will do
Develop strategic partnerships with key contacts in each location and agencies within assigned territoryConduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomesCreate dynamic business plan and strategy to maximize impact on participants in assigned territoryDefine a variety of dynamic needs and challenges by using thoughtful analyticsDocument interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelinesSatisfy service level agreements for the plan as well as achieve business resultsWork collaboratively across internal service and management teams to improve effectiveness
What you will bring
2+ years related experienceBachelor's Degree or equivalent experienceFINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)Strong relationship building and territory management skills
What will set you apart
Current FINRA registrations strongly preferredExperience with retirement planning/financial planning softwareStrategic thinker who can work independentlyExperienced and effective public speakerGood working knowledge of the firm's products, the defined contribution business and ERISA
- **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, including CPT/OPT.***
Frequently Asked Questions
How do I apply for the Retirement Plan Advisor position at Empower? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Empower without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Milwaukee County, WI with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
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