Empower

Strategic Retirement Plan Advisor- Indianapolis

IN Indianapolis - Remote

No sponsorship$87k-$123kDetected 6 days ago

SalesforceCRMExcelCommunicationCollaborationMicrosoft OfficeMicrosoft Teams

About the role

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
Document participant interactions, advice, and recommendations in Salesforce
Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower's wealth management solutions
Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up strategies
Strategic thinker with the ability to work independently and manage a personal book of business
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.
This role supports both in-person and virtual consultations across an assigned territory-geographic and/or client-based-while meeting client service expectations and business objectives.

FINRA Series 6, 63 and 65 registrations 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.***

$87,400.00 - $123,400.00
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.
Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals

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.
The Strategic Retirement Plan Advisor guides individuals in an employer-sponsored retirement plan toward long-term financial success by delivering personalized advice across all aspects of their financial lives.
Conduct in-depth advice conversations to assess participants' overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness
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

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.***

This listing is sourced directly from Empower's careers page and normalized into a canonical job model.