Strategic Retirement Plan Advisor- Indianapolis

Empower • Indianapolis, IN

1d • $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 assesses participants’ finances, develops tailored investment and retirement strategies, and helps them take informed action. The role provides in-person and virtual consultations across an assigned geographic and/or client-based territory while meeting client service expectations and business objectives. Travel to client sites may be required, up to 50%.

Requirements

• At least 7 years of relevant financial services experience.
• FINRA Series 6, 63, and 65 registrations are 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 is required upon hire.
• Applicants must be authorized to work for any employer in the United States; employment visa sponsorship, including CPT/OPT, is unavailable.

Nice To Haves

• Bachelor’s degree or equivalent experience.
• Experience in sales and/or wealth management.
• Proficiency with investment planning tools and financial wellness platforms.
• Skilled in Microsoft Office (Word, Excel, and 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 general financial wellness.
• Use proprietary financial planning software to conduct detailed investment reviews and provide objective recommendations tailored to participants’ goals and risk tolerance.
• Create and implement actionable financial plans, using analytical tools to identify needs and following up to support long-term financial behavior change.
• Lead one-on-one 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, and ensure compliance and consistent follow-up.
• Meet or exceed service level agreements, client expectations, and annual performance goals.
• Build and maintain internal partnerships with Client Relationship Managers, Customer Care, Communications, and Marketing teams, and external partnerships with employer-group HR and benefits coordinators.
• Refer participants to Empower Personal Wealth when their 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, including a paid time off program, 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).
• Non-sales positions may participate in a bonus program; sales positions are eligible for sales incentives and, in some cases, a bonus plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed