Strategic Retirement Plan Advisor

Empower

Strategic Retirement Plan Advisor guiding individuals in employer-sponsored retirement plans towards financial success. Utilizing data-driven insights and personalized strategies for financial wellness in the United States.

Posted 7/14/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorLead💰 $87,400 - $123,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment management, and retirement readiness, utilizing analytical tools and proprietary software to create customized financial strategies. Strong interpersonal and communication skills are essential for conducting consultations and educational sessions while ensuring compliance and achieving measurable outcomes.

Highest-signal resume keywords

FINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFinancial Planning Software ProficiencyDefined Contribution Plans Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment ManagementRetirement PlanningSales StrategiesWealth Management

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsStrategic ThinkingIndependent Work

Tools & Technologies

SalesforceMicrosoft OfficeMicrosoft TeamsInvestment Planning ToolsFinancial Wellness Platforms

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Financial ServicesDefined Contribution PlansClient Relationship ManagementFinancial WellnessPerformance Goals

About the role

Key responsibilities & impact

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
Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals
Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups)
Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions

Requirements

What you’ll need

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
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
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
Tuition reimbursement up to $5,250/year
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.