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Retirement Plan Advisor at Empower - ApplyBlast

Retirement Plan Advisor

Empower

4 days ago

3.9 on Glassdoor

Milwaukee, Wisconsin, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

Responsibilities

Conduct retirement readiness reviews and group presentations to improve participant outcomes
Develop strategic partnerships with key stakeholders and manage territory relationships
Document interactions in Salesforce and ensure regulatory compliance

Skills

Qualifications

Bachelor's degreeFINRA Series 6FINRA Series 63FINRA Series 65

About Empower

empower.com

Headquarters

Greenwood Village, Colorado, United States

Company Size

10001+ employees

Founded

2014

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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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