Retirement Plan Advisor

Empower • Austin, TX

1d • $72,200 - $101,975

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 401(k) and 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 Austin area and must be able to meet with clients both in person and virtually.

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 strongly preferred.
• FINRA fingerprinting required upon hire.
• Must be authorized to work for any employer in the U.S.; employment visa sponsorship or takeover of sponsorship, including CPT/OPT, is not available.

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.

Responsibilities

• Conduct Retirement Readiness Reviews, 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 in a professional manner.
• Manage the meeting schedule, including travel booking.
• Create and execute dynamic 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.
• Collaborate 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.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, plus ten paid company holidays and three floating holidays each calendar year.
• 16 hours of paid volunteer time 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 open to all.

What This Job Offers

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