Retirement Plan Advisor

Empower

Retirement Plan Advisor helping Empower participants improve retirement outcomes across 401(k), 403(b), and 457 plans. Leading readiness reviews, presentations, stakeholder partnerships, and territory plans.

Posted 8/7/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $79,400 - $112,175 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in conducting Retirement Readiness Reviews and delivering impactful presentations, while effectively managing client relationships and achieving financial service goals. Proficient in utilizing Salesforce for documentation and compliance, with a strong understanding of retirement planning principles.

Highest-signal resume keywords

FINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationSalesforce ProficiencyPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningFinancial Services ExperienceConsultative Client InteractionsTerritory ManagementBusiness Plan Development

Soft Skills

Relationship BuildingStrategic ThinkingIndependent Work

Tools & Technologies

SalesforceMS WordMS ExcelMS PowerPointMS Teams

Certifications & Qualifications

FINRA Series 6FINRA Series 63FINRA Series 65

Industry Keywords

Retirement ReadinessDefined Contribution PlansRegulatory ComplianceClient MeetingsService Level Agreements

About the role

Key responsibilities & impact

Conduct Retirement Readiness Reviews and other individual meetings and group presentations with targeted participants
Use consultative expertise to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders within the assigned territory or employer-sponsored plans
Conduct one-on-one virtual and on-site group meetings using various technologies
Manage meeting schedules, including travel booking
Create and execute business plans and tactics to drive positive retirement income objectives
Document interactions in Salesforce and collect required information for regulatory compliance
Achieve plan-level and individual goals to meet service level agreements and business results
Participate in client meetings, sales finals, and other external meetings as needed
Collaborate 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 of relevant financial services experience
Strong presentation skills
Proficiency in MS Word, Excel, PowerPoint, and Teams
Strategic thinker able to work independently
Strong relationship-building and territory-management skills
FINRA Series 6, 63, and 65 registrations required within the established timeline
Current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
Working knowledge of Salesforce preferred
Working knowledge of building blocks for successful retirement planning preferred
Basic understanding of defined contribution plans preferred
Practical experience providing high-level, consultative client interactions preferred
Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT
Reliable high-speed internet with a wired connection and a suitable home workspace for remote work

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with the option to wear jeans
Generous paid time off upon hire
Ten paid company holidays
Three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Reliable high-speed internet and wired connection required; necessary computer equipment provided
Opportunity to participate in a bonus program
Sales incentives and, in some instances, a bonus plan