Retirement Plan Advisor

Location

Maryland

Posted

3 days ago

Salary

$79.4K - $112.2K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Retirement Plan Advisor

Empower

• 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

Job Requirements

  • Bachelor's degree or equivalent work experience in lieu of a degree
  • 3 – 5 years relevant financial services experience
  • 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

Benefits

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
  • 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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