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Retirement Plan Advisor at Empower - ApplyBlast

Retirement Plan Advisor

Empower

3 months ago

3.9 on Glassdoor

San Francisco, CA

Hybrid

Full Time

Senior

0 applicants

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About this role

A Retirement Plan Advisor at Empower assists individuals in achieving financial freedom through group and individual presentations regarding 401(k) plans. The role involves conducting retirement readiness reviews, developing strategic partnerships with stakeholders, and managing client relationships within a specific San Francisco territory. Advisors must use data-driven analytical thinking to meet service level agreements and drive positive retirement income objectives for participants.

Responsibilities

Conduct retirement readiness reviews and group presentations
Develop strategic partnerships with key stakeholders
Manage meeting schedules and travel bookings
Document interactions in Salesforce for compliance
Execute business plans to drive retirement income objectives

Skills

Qualifications

Bachelor's degreeFINRA Series 6 registrationFINRA Series 63 registrationFINRA Series 65 registrationFINRA fingerprinting

About Empower

empower.com

Headquarters

Greenwood Village, Colorado, United States

Company Size

10001+ employees

Founded

2014

View Profile

Empower is a financial services company that provides retirement plan administration, investment and wealth-management solutions, and digital advice and planning tools for individuals, employers, and financial professionals. The firm combines human advice, people, and technology to help clients save for retirement, manage assets, and make informed investment decisions across workplace plans and personal accounts. Empower also supports employers and plan sponsors with plan services, reporting, and fiduciary solutions while offering advisors client-facing tools. Their stated vision is to transform financial lives and “empower financial freedom for all” (tagline: Invest well. Live a little.).

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