Retirement Plan Advisor

Empower • Milwaukee, WI

2d • $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 for new and existing participants in defined contribution Government 457 plans. The role uses data-driven, analytical thinking to lead impactful participant conversations, meet client service level agreements, and achieve annual targets. The advisor also supports the Relationship Management team in establishing and maintaining relationships with key stakeholders in the assigned territory.

This advisor will work with public employees in the Milwaukee area, must be based in that territory, and must be available to meet participants in person as needed.

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 based in the Milwaukee territory and available to meet participants in person as needed.
• Must be authorized to work for any employer in the U.S.; the employer is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.

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, individual meetings, and group presentations with targeted participants to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders at locations in 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 to meet 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 contributions, 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, 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 that support inclusion and collaboration.

What This Job Offers

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