Retirement Plan Advisor

Empower

Retirement Plan Advisor assisting individuals in achieving successful retirement and financial future through presentations. Develop partnerships within assigned territories for employer-sponsored plans.

Posted 7/22/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $72,200 - $101,975 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in conducting Retirement Readiness Reviews and developing strategic partnerships to enhance retirement outcomes. Proficient in utilizing technology for presentations and managing client interactions while ensuring regulatory compliance.

Highest-signal resume keywords

Retirement Readiness ReviewsFinancial Services ExperienceStrong Presentation SkillsTerritory ManagementFINRA Series 6, 63, 65 Registrations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative ExpertiseBusiness Plan DevelopmentRegulatory ComplianceSalesforce DocumentationMeeting Management

Soft Skills

Relationship BuildingStrategic ThinkingCollaboration

Tools & Technologies

MS WordMS ExcelMS PowerPointMS Teams

Certifications & Qualifications

FINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFINRA Fingerprinting

Industry Keywords

Retirement Income ObjectivesClient MeetingsService Level Agreements

About the role

Key responsibilities & impact

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 meeting 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

Requirements

What you’ll need

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

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.