Strategic Retirement Plan Advisor- Indianapolis

About the role

The Strategic Retirement Plan Advisor role at Empower involves guiding individuals in employer-sponsored retirement plans towards long-term financial success through personalized advice and comprehensive financial assessments.

Responsibilities

• Leverage data-driven insights and proprietary tools to conduct in-depth financial assessments and develop tailored investment and retirement strategies.
• Implement actionable financial plans using analytical tools to identify needs and promote long-term financial behavior change.
• Conduct one-on-one consultations and group education sessions, covering topics like retirement planning, investing fundamentals, and financial wellness.
• Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up strategies.
• Achie measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals.
• Build and maintain strategic partnerships internally and externally to support client service and business objectives.

Requirements

• Bachelor’s degree or equivalent experience preferred.
• 7+ years of relevant financial services experience.
• FINRA Series 6, 63 and 65 registrations required.
• Strong interpersonal, communication, and presentation skills.
• Strategic thinker with the ability to work independently and manage a personal book of business.
• Deep understanding of defined contribution plans, financial planning principles, and investment management topics.
• Experience in sales and/or wealth management preferred.
• Proficiency with investment planning tools and financial wellness platforms.
• Skilled in Microsoft Office (Word, Excel, PowerPoint).
• Familiarity with Salesforce or other CRM systems.

Qualifications

• Experience working in a fast-paced, dynamic environment.
• Ability to travel to client sites as necessary (up to 50%).
• FINRA Fingerprinting required upon hire.

Skills

• Strong interpersonal, communication, and presentation skills.
• Strategic thinker with the ability to work independently and manage a personal book of business.
• Deep understanding of defined contribution plans, financial planning principles, and investment management topics.
• Experience in sales and/or wealth management preferred.
• Proficiency with investment planning tools and financial wellness platforms.
• Skilled in Microsoft Office (Word, Excel, PowerPoint).
• Familiarity with Salesforce or other CRM systems.

Benefits

• Medical, dental, vision and life insurance.
• Roth and Traditional 401(k) plans 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.

Pay

Base Salary Range: $87,400.00 - $123,400.00

Schedule

Remote and hybrid positions require reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.