Strategic Retirement Plan Advisor

Empower•Overland Park, KS

6d•Hybrid

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 all aspects of their financial lives. Leveraging data-driven insights and Empower’s proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and helps participants take confident, informed action. This role supports both in-person and virtual consultations across an assigned territory—geographic and/or client-based—while meeting client service expectations and business objectives.

Requirements

Bachelor’s degree or equivalent experience preferred
7+ years of relevant financial services experience
FINRA Series 6, 63 and 65 registrations required
Strong interpersonal, communication, and presentation skills
Strategic thinker with the ability to 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. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

Experience in sales and/or wealth management preferred
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

Conduct in-depth advice conversations to assess participants’ overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness
Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance
Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change
Lead one-on-one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices
Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up strategies
Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals
Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups)
Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions

Benefits

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours 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 (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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