Empower
Retirement Plan Advisor
GA Atlanta - Remote
No sponsorshipDetected 7 days ago
ComplianceSalesforceExcelCollaborationProblem SolvingPublic SpeakingMicrosoft Office
About the role
- We have a flexible work environment, and fluid career paths.
- We not only encourage but celebrate internal mobility.
- We also recognize the importance of purpose, well-being, and work-life balance.
Responsibilities
- Manage meeting schedule, including travel booking
- We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
- Chart your own path and grow your career while helping more customers achieve financial freedom.
Requirements
- Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
- Bachelor's degree or equivalent work experience in lieu of a degree
- 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 fingerprinting required upon hire
- For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
- You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
- You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Nice to have
- FINRA Series 6, 63, 65 registrations required within established timeline
- current FINRA registrations strongly preferred
- Working knowledge of Salesforce preferred
- Basic understanding of defined contribution plans preferred
- Practical experience providing high-level, consultative client interactions preferred
Compensation
- The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
- 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.
- This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned.
Benefits
- Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
- Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
- Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Company info
- What will set you apart
- What we offer you
Equal opportunity
- Equal opportunity employer • Drug-free workplace
- We are an equal opportunity employer with a commitment to diversity.
Visa & Work Authorization
- 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.***
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This listing is sourced directly from Empower's careers page and normalized into a canonical job model.