Empower

Retirement Plan Advisor

Posted a month ago

Job summary

  • Job post source

    This job is directly from Empower

  • Job overview

    As a Retirement Plan Advisor at Empower, you will assist individuals in planning their financial futures and achieving healthy retirement outcomes, contributing to the overall mission of the organization.

  • Responsibilities and impact

    You will develop strategic partnerships, conduct retirement readiness reviews, create business plans, document interactions in Salesforce, and collaborate with internal teams to meet service level agreements and business results.

  • Compensation and benefits

    The base salary range is $83,300.00 - $117,650.00, with opportunities for bonuses and a comprehensive benefits package including medical, dental, vision, retirement savings, tuition reimbursement, and generous paid time off.

  • Experience and skills

    Candidates must have 2+ years of related experience, a bachelor's degree or equivalent, and current FINRA Series 6 and 63 registrations, along with strong relationship-building skills.

  • Career development

    Opportunities for professional growth include potential career advancement within the company and access to various training and development resources.

  • Work environment and culture

    Empower promotes a diverse and inclusive work environment, encouraging employees to support causes that matter to them while fostering job satisfaction.

  • Company information

    Empower is a growing organization focused on helping individuals achieve their long-term financial goals through personal wealth management strategies and retirement planning services.

  • Team overview

    The specific team dynamics are not detailed, but the role involves collaboration across internal service and management teams.

  • Job location and travel

    Candidates must reside in California, Idaho, Nevada, Oregon, or Washington and should be fluent in Spanish, with the ability to meet individuals in person and virtually within their assigned territory.

  • Application process

    Applicants must be authorized to work in the U.S. and are required to provide reliable high-speed internet for remote work, with specific application instructions not detailed.

  • Unique job features

    The role offers a business-casual environment, paid volunteer time, and participation in Business Resource Groups that support diversity and inclusion.

Company overview

Empower is a leading financial services company specializing in retirement services and wealth management. They generate revenue through a variety of financial products and services, including retirement plans, investment management, and advisory services. Empower was formed through the merger of Great-West Financial and Putnam Investments, and it has grown to become one of the largest retirement services providers in the United States. The company focuses on helping individuals and organizations achieve financial security and independence through innovative solutions and personalized support.

How to land this job

  • Tailor your resume to emphasize your experience in retirement planning and financial advisory services, showcasing your strategic thinking and consultative expertise, which are crucial for the Retirement Plan Advisor role at Empower.

  • Highlight your strong relationship-building skills and territory management experience, as these attributes are essential for developing strategic partnerships and conducting Retirement Readiness Reviews.

  • Ensure your resume reflects your fluency in Spanish, as this is a key requirement for the position, enhancing your ability to connect with diverse clients.

  • Apply through multiple platforms, including Empower's corporate site and LinkedIn, to maximize your visibility and increase your chances of being noticed for this role.

  • Connect with professionals in the retirement planning division at Empower on LinkedIn to gain insights into the position and the company culture; potential ice breakers could include asking about their experience at Empower or discussing trends in retirement planning.

  • Optimize your resume for ATS systems by incorporating relevant keywords from the job description, such as 'retirement planning,' 'strategic partnerships,' and 'compliance,' to improve your chances of passing initial screenings.

  • Consider using Jennie Johnson's Power Apply feature, which can streamline your application process by tailoring your resume, identifying the best application channels, and suggesting LinkedIn connections to network with, allowing you to focus on your job search more effectively.

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