Strategic Retirement Plan Advisor

Empower

Strategic Retirement Plan Advisor providing personalized financial guidance in employer-sponsored retirement plans. Enabling clients to achieve long-term financial success through comprehensive financial assessments and tailored strategies.

Posted 7/14/2026full-timeRemote • 🇺🇸 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 ability to communicate effectively and build strategic partnerships while achieving measurable outcomes in client service.

Highest-signal resume keywords

FINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFinancial Planning PrinciplesDefined Contribution Plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment ManagementRetirement ReadinessAnalytical ToolsSalesforce DocumentationClient ConsultationsFinancial WellnessActionable Financial PlansPerformance GoalsService Level Agreements

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsStrategic ThinkingIndependent Work

Tools & Technologies

Proprietary Financial Planning Software

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Financial ServicesInvestment Management TopicsHousehold Financial PlanningClient ExpectationsLong-Term Financial Behavior Change

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 and externally
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

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
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.