Retirement Plan Advisor LMN

Grow your career with a growing organizationWhether 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. When it comes to job satisfaction, that''s hard to beat. And from a personal satisfaction perspective, you''ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.The Retirement Plan Advisor helps individuals build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.DUTIES/RESPONSIBILITIES:Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans.Conduct Retirement Readiness Reviews, individual meetings and group presentations with targeted participants, using consultative expertise to improve retirement outcomes.Create dynamic business plans and strategies to maximize impact on participants.Define a variety of dynamic needs and challenges by using thoughtful analytics.Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance.Satisfy service level agreements for the retirement plan as well as achieve business results.Participate in client meetings, sales finals or other sensitive meetings as needed.Work collaboratively across internal service and management teams to improve effectiveness. EDUCATION:Bachelor''s Degree preferredCERTIFICATIONS/REGISTRATIONS/LICENSES:FINRA Series 6, 63, 65 registrations required within established timeline. Current FINRA registrations strongly preferred.FINRA fingerprinting required.OTHER QUALIFICATIONS:Between three (3) and five (5) years of related experience.Reliable personal transportation to cover the assigned territory (mileage reimbursement provided) or ability/flexibility to travel up to 50% to meet assigned plan requirements.Strategic thinker who can work independentlyStrong relationship building and business management skillsExperienced and effective public speakerExperience with retirement planning/financial planning softwareProficient in MS Word, Excel, PowerPointGood working knowledge of the firm''s products, the defined contribution business and ERISANormal Office Working Conditions when located in Empower Retirement Field officeMay be required to work from home when no local Empower office is convenient. Will travel majority of the time potentially using personal vehicle, which may include overnight travel based on territory or plan assignments. This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers, filing cabinets and fax machines. While performing the duties of this job, the employee is regularly required to talk or hear. Many duties will be done while sitting at a desk and working on a computer. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.What we offer youWe 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 insuranceRetirement savings - 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire - including a paid time off program plus nine paid company holidays and three floating holidays each calendar yearPaid volunteer time "” 16 hours per calendar yearLeave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Base Salary Range$ 64,500.00-103,100.00LocationMD RemoteWe 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.

Created: 2021-11-29