Retirement Plan Advisor

Empower • Framingham, MA

1d • $79,400 - $112,175

About The Position

The Retirement Plan Advisor helps individuals achieve a successful retirement and plan their financial futures through group and individual presentations to new and existing defined contribution Government 457 plan participants. The role uses data-driven, analytical thinking to lead impactful participant conversations, meet client service-level agreements, and achieve assigned annual targets. The advisor also supports the Relationship Management team in establishing and maintaining relationships with key stakeholders in the assigned territory.

The advisor works with public employees in the Framingham area and must be based in the territory, with the ability to travel as needed. The role involves individual and group meetings both virtually and on site, business planning, stakeholder relationship building, interaction documentation, and collaboration with internal teams.

Requirements

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3–5 years of relevant financial services experience.
• Strong presentation skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.
• Ability to think strategically and work independently.
• Strong relationship-building and territory-management skills.
• FINRA Series 6, 63, and 65 registrations required within the established timeline; current FINRA registrations are strongly preferred.
• FINRA fingerprinting required upon hire.

Nice To Haves

• Working knowledge of Salesforce.
• Working knowledge of the building blocks for successful retirement planning.
• Basic understanding of defined contribution plans.
• Practical experience providing high-level, consultative client interactions.
• Current FINRA registrations.

Responsibilities

• Conduct Retirement Readiness Reviews and other individual meetings and group presentations with targeted participants to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders at locations within the assigned territory or for assigned employer-sponsored plans.
• Conduct one-on-one virtual meetings and on-site group meetings using various technologies professionally.
• Manage the meeting schedule, including travel booking.
• Create and execute business plans and tactics to support positive retirement income objectives for participants.
• Document interactions in Salesforce and collect required information to comply with regulatory guidelines.
• Achieve plan-level and individual goals that support service-level agreements and business results.
• Participate in client meetings, sales finals, and other external meetings as needed.
• Work collaboratively across internal service and management teams to improve effectiveness.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all associates.
• Bonus program eligibility for non-sales positions; sales positions may be eligible for sales incentives and, in some instances, a bonus plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level