Strategic Retirement Plan Advisor- Texas
About The Position
The Strategic Retirement Plan Advisor guides individuals in an employer-sponsored retirement plan toward long-term financial success by delivering personalized advice across their financial lives. Using data-driven insights and Empower’s proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and helps participants take informed action. The position supports in-person and virtual consultations across an assigned geographic and/or client-based territory while meeting client service expectations and business objectives.
Requirements
- 7+ years of relevant financial services experience.
- FINRA Series 6, 63, and 65 registrations required.
- Strong interpersonal, communication, and presentation skills.
- Ability to think strategically, work independently, and manage a personal book of business.
- Deep understanding of defined contribution plans, financial planning principles, and investment management topics.
- Ability to travel to client sites as necessary, up to 50%.
- FINRA fingerprinting required upon hire.
- Applicants must be authorized to work for any employer in the U.S.; visa sponsorship is not available.
Nice To Haves
- Bachelor’s degree or equivalent experience preferred.
- Experience in sales and/or wealth management.
- Proficiency with investment planning tools and financial wellness platforms.
- Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams.
- Familiarity with Salesforce or other CRM systems.
Responsibilities
- Assess participants’ overall financial health, including retirement readiness, investment management, household financial planning, and financial wellness.
- Use proprietary financial planning software to provide investment reviews and recommendations tailored to participant goals and risk tolerance.
- Develop and implement actionable financial plans using analytical tools, and follow up to promote long-term financial behavior change.
- Lead individual consultations and group education sessions, virtually and in person, on retirement planning, investing fundamentals, and financial wellness.
- Document participant interactions, advice, and recommendations in Salesforce, ensuring compliance and consistent follow-up.
- Meet or exceed service level agreements, client expectations, and annual performance goals.
- Build and maintain partnerships with internal teams and external employer-group contacts, including HR and benefits coordinators.
- Collaborate with Empower Personal Wealth to refer participants whose needs align with its wealth management solutions.
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, ten paid company holidays, and three floating holidays per calendar year.
- 16 hours of paid volunteer time per calendar year.
- Paid parental leave.
- Paid short- and long-term disability.
- Family and Medical Leave (FMLA).
- Non-sales positions may participate in a bonus program; sales positions are eligible for sales incentives and, in some cases, a bonus plan.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
