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Empower · 19 hours ago

Retirement Plan Advisor- Jacksonville

Jacksonville, FL

Full-time

Onsite

Mid Level

$72K/yr - $102K/yr

3+ years exp

Empower is dedicated to transforming financial lives and fostering a flexible work environment. The Retirement Plan Advisor will assist individuals in achieving successful retirement outcomes through presentations and strategic partnerships, while also managing relationships with key stakeholders.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes

Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans

Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner

Manage meeting schedule, including travel booking

Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants

Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance

Achieve plan level and individual goals to help achieve service level agreements and business results

Participate in client meetings, sales finals, or other external meetings as needed

Work collaboratively across internal service and management teams to improve effectiveness

Qualification

Financial services experienceFINRA Series 6Presentation skillsSalesforce knowledgeTerritory management skillsRelationship building skillsMS Word proficiencyMS Excel proficiencyMS PowerPoint proficiencyMS Teams proficiencyConsultative client interactionsDefined contribution plans knowledgeStrategic thinking

Required

Bachelor's degree or equivalent work experience in lieu of a degree

3 – 5 years relevant financial services experience

Strong presentation skills required

Proficiency in MS Word, Excel, PowerPoint, and Teams required

Strategic thinker who can work independently required

Strong relationship building and territory management skills required

FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred

FINRA fingerprinting required upon hire

Preferred

Working knowledge of Salesforce preferred

Working knowledge of building blocks for successful retirement planning preferred

Basic understanding of defined contribution plans preferred

Practical experience providing high-level, consultative client interactions preferred

Benefits

Medical, dental, vision and life insurance

Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

Tuition reimbursement up to $5,250/year

Business-casual environment that includes the option to wear jeans

Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

Paid volunteer time — 16 hours per calendar year

Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.