Strategic Retirement Plan Advisor

Empower • Overland Park, KS

6d • $87,400 - $123,400 • 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree