Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Advisor will work with plan participants on the West Coast and bilingual Spanish skills are required. Occasional travel is required between Colorado and California. What you will do - Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes - Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans - Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner - Manage meeting schedule, including travel booking - Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants - Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance - Achieve plan level and individual goals to help achieve service level agreements and business results - Participate in client meetings, sales finals, or other external meetings as needed - Work collaboratively across internal service and management teams to improve effectiveness What you will bring - Bachelor's degree or equivalent work experience in lieu of a degree - 3 – 5 years relevant financial services experience - Spanish bilingual skills required - Strong presentation skills required - Proficiency in MS Word, Excel, PowerPoint, and Teams required - Strategic thinker who can work independently required - Strong relationship building and territory management skills required - FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred - FINRA fingerprinting required upon hire What will set you apart - Working knowledge of Salesforce preferred - Working knowledge of building blocks for successful retirement planning preferred - Basic understanding of defined contribution plans preferred - Practical experience providing high-level, consultative client interactions preferred #PJRPA ***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.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - 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. Base Salary Range $79,400.00 - $112,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? 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• Day to day/full cycle accounting for a portfolio of industrial/commercial real estate properties • Prepare monthly financial statements in accordance with GAAP for assigned properties including bank reconciliations, journal entries, reclasses, expense accruals, balance sheet reconciliations, and maintenance of supporting workpapers • Monitor cash and ensure sufficient liquidity for properties • Enter tenant receipts, monitor outstanding receivables and work with property managers to resolve any open balances • Review and approve payables in Yardi/Procure to Pay workflow • Review rent roll to ensure accuracy • Prepare annual CAM, Tax, and Insurance reconciliations based on tenant leases • Prepare and file monthly sales tax reporting • Work with property managers to review variance explanations and monthly accruals • Assist in the preparation of annual budgets • Dedication to continuously improve accounting processes • Assist with special tasks and projects as requested

• Maintain and reconcile balance sheet accounts (cash, fixed assets, right of use assets and lease liabilities, and prepaid expenses) • Perform month-end and year-end close activities • Prepare and process journal entries and reconcile accounts including verifying against sources and working with stakeholders to resolve discrepancies • Assist in the recording of student payments and work closely with Student Accounts personnel to ensure that receivables in the company’s student information system, Anthology, are reconciled with the general ledger • Process accounts payable ACH payments and checks on a weekly basis • Process weekly payment requests • Manage the expense reimbursement process, including making weekly reimbursement payments to employees, reviewing expenses for eligibility by interpreting policy, resolving unexpected results, and escalating issues, as appropriate • Process annual business property taxes • Process annual vendor 1099 forms • Participate in annual financial audits including schedule preparation and interacting with auditors • Document and enhance accounting processes • Support implementation of new accounting policies and business procedures • Collaborate with operations, HR, and other departments to ensure accurate financial data • Participate in ad-hoc analysis, process improvement initiatives, and strategic projects • Other duties assigned

• Ensure accurate and timely compilation, analysis, and reporting of accounting information in accordance with GAAP and company policies • Perform daily cash management activities, including reconciliation of multiple bank accounts • Prepare and perform monthly, quarterly, and annual general ledger account reconciliations, investigating and resolving discrepancies or variances • Support month-end, quarter-end, and year-end closing activities, including preparation of journal entries such as accruals and prepaids • Analyze cumulative translation adjustments (CTA) related to foreign currency gain or loss and coordinate with international accountants to ensure accurate reporting • Maintain general ledger accounts and support subsidiary partners with GL-related functions • Provide timely and accurate accounting information and analysis to internal stakeholders as needed • Support internal and external audit activities within assigned responsibilities • Manage and provide support for statutory audits across entities under scope • Prepare supporting documentation for financial reporting requirements, including SEC filings where applicable • Ensure accounting records and documentation are maintained in accordance with company document retention policies • Provide accounting guidance and support to other departments on financial-related matters • Perform additional accounting duties as required