Empower Retirement-posted about 1 year ago
$69,400 - $98,050/Yr
Full-time • Mid Level
Cincinnati, OH
Funds, Trusts, and Other Financial Vehicles

As a Retirement Plan Advisor at Empower Retirement, you will assist individuals in planning their financial futures and building healthy retirements through Empower's services. This role emphasizes strategic thinking, relationship building, and effective communication, as you will engage with clients both in-person and virtually within your assigned territory. The position offers a flexible work environment and opportunities for internal mobility, promoting a culture of well-being and work-life balance.

  • Develop strategic partnerships with key contacts in each location and agencies within assigned territory.
  • Conduct Retirement Readiness Reviews, individual meetings, and periodic group presentations with targeted participants.
  • Create dynamic business plans and strategies to maximize impact on participants in assigned territory.
  • Define a variety of dynamic needs and challenges using thoughtful analytics.
  • Document interactions in Salesforce and collect required enrollment information to adhere to compliance guidelines.
  • Satisfy service level agreements for the plan and achieve business results.
  • Work collaboratively across internal service and management teams to improve effectiveness.
  • 2+ years related experience
  • Bachelor's degree or equivalent experience
  • FINRA Series 6, 63, and 65 registrations
  • Reliable personal transportation to cover the assigned territory
  • Strong relationship building and territory management skills
  • Current FINRA registrations strongly preferred
  • Experience with retirement planning/financial planning software
  • Strategic thinker who can work independently
  • Experienced and effective public speaker
  • Good working knowledge of the firm's products, the defined contribution business, and ERISA
  • Mileage reimbursement
  • Paid parental leave
  • Internal mobility program
  • Paid holidays
  • Disability insurance
  • Health insurance
  • Dental insurance
  • 401(k)
  • Tuition reimbursement
  • Paid time off
  • Vision insurance
  • 401(k) matching
  • Life insurance
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