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Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better.
Your future starts now.
As a Retirement Plan Advisor, you will help individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future.
You'll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
This position will work with a major public employer in Ohio and cover territory in North Central Ohio. THE ADVISOR MUST LIVE IN THIS AREA.
This is a position that is a combination of virtual and in-person meetings. This is NOT a 100% remote position.
What you will do
Develop strategic partnerships with key contacts in each location and agencies within assigned territory
Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes
Create dynamic business plan and strategy to maximize impact on participants in assigned territory
Define a variety of dynamic needs and challenges by using thoughtful analytics
Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines
Satisfy service level agreements for the plan as well as achieve business results
Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
2 years related experience
Bachelor's Degree or equivalent experience
FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)
Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
Strong relationship building and territory management skills
What will set you apart
Current FINRA registrations strongly preferred
Experience with retirement planning / financial planning software
Strategic thinker who can work independently
Experienced and effective public speaker
Good working knowledge of the firm's products, the defined contribution business and ERISA
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.
BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$69,400.00 - $98,050.00
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 :
05-04-2024
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Last updated : 2024-04-24
Full Time
Retail
$59k-85k (estimate)
03/27/2024
07/25/2024
empower-retirement.com
BALTIMORE, MD
3,000 - 7,500
1891
Private
$1B - $3B
Retail
Empower is engaged in providing retirement plans for individuals and financial professionals.
The job skills required for Retirement plan advisor include Retirement Plans, Planning, Presentation, Life Insurance, Financial Planning, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Retirement plan advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Retirement plan advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Retirement plan advisor positions, which can be used as a reference in future career path planning. As a Retirement plan advisor, it can be promoted into senior positions as an Enrollment & Billing Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Retirement plan advisor. You can explore the career advancement for a Retirement plan advisor below and select your interested title to get hiring information.