Strategic Retirement Plan Advisor- TX

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

• Conduct in-depth advice conversations to assess participants' overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness
• Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance
• Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change
• Lead one-on-one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices
• 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
• Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions

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
• Ability to travel to client sites as necessary (up to 50%)
• FINRA Fingerprinting required upon hire

Qualifications

• Experience in sales and/or wealth management preferred
• Proficiency with investment planning tools and financial wellness platforms
• Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams
• Familiarity with Salesforce or other CRM systems

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
• Ability to travel to client sites as necessary (up to 50%)
• FINRA Fingerprinting required upon hire

Benefits

• Medical, dental, vision and life insurance
• Roth 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.

Pay

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

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Schedule

Empower offers a flexible work environment, and fluid career paths. Associates dedicate thousands of hours to volunteering for causes that matter most to them.