Empower · 7 hours ago
Retirement Plan Advisor
Wisconsin Dells, WI
Full-time
Hybrid
Mid Level
$75K/yr - $83K/yr
3+ years expEmpower is a company focused on helping individuals achieve successful retirements. The Retirement Plan Advisor role involves assisting government employees in Wisconsin with retirement planning through presentations and meetings, while also building strategic partnerships with stakeholders.
Employee BenefitsNon ProfitSocial
Hiring Manager
Benji Goodrich
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 meetings 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
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
Company
Empower
EMPower is a non-governmental agency for social well being.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
KC Waldron
Chief Compliance Officer
Roger Hobby
EVP
Recent News
2026-01-22
2025-10-27
2025-10-17
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