Strategic Retirement Plan Advisor- Indianapolis

Empower • Indianapolis, IN

7d • $87,400 - $123,400

About The Position

The Strategic Retirement Plan Advisor guides participants in employer-sponsored retirement plans toward long-term financial success by providing 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 role supports in-person and virtual consultations across an assigned geographic and/or client-based territory while meeting client service expectations and business objectives.

Requirements

• Bachelor’s degree or equivalent experience preferred.
• At least 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 United States; visa sponsorship or transfer is not available.

Nice To Haves

• Experience in sales and/or wealth management.
• Proficiency with investment planning tools and financial wellness platforms.
• Proficiency with Microsoft Word, Excel, PowerPoint, and 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 conduct investment reviews and provide objective recommendations tailored to participants’ goals and risk tolerance.
• Customize and implement actionable financial plans using analytical tools to identify needs, and follow up to encourage 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, including Client Relationship Managers, Customer Care, Communications, and Marketing, and with external employer-group 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 discretionary company 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 open to all associates.

What This Job Offers

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