Los Angeles, California, United States · Remote OK
$79k–$112k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Financial services, Spanish bilingual, Presentation skills, MS Word, Excel
Greenwood Village, Colorado, United States · On-site
$101k–$143k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Sales management, Financial services, Retirement planning, Team leadership, Consultative advice
Overland Park, Kansas, United States · Remote OK
$125k–$182k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Data governance, Data management, Metadata management, Data cataloging, Data lineage
Bengaluru, Karnataka, India · Remote OK
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: AI model testing, Machine learning validation, Responsible AI, Test planning, Test execution
Baltimore, Maryland, United States · Hybrid
$79k–$112k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Financial services, Presentation skills, Consultative expertise, Strategic thinking, Relationship building
Indianapolis, Indiana, United States · Hybrid
$87k–$123k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Financial planning, Retirement planning, Investment management, Client consultation, Sales
Swindon, England, United Kingdom · Remote OK
$114k–$165k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Snowflake, AWS, Database administration, Cloud architecture, RBAC
Gillingham, England, United Kingdom · Remote OK
$60k–$78k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Retirement planning, Financial advisory, Client relations, Asset management, Compliance
Pennsylvania, United States · Remote OK
$60k–$84k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Presentation Skills, Relationship Building, Territory Management, Financial Services, Spanish Fluency
Swindon, England, United Kingdom · Remote OK
$106k–$149k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Financial reporting, Statutory accounting, GAAP, NAIC, Investment accounting
Bengaluru, Karnataka, India · Remote Solely
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Java, Spring Boot, React, Angular, Microservices
Bangalore, Karnataka, India · Remote OK
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Technical triage, Production support, Automation, AutoSys, UNIX
Bangalore, Karnataka, India · Remote OK
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Production Support, Incident Management, Technical Troubleshooting, SQL, Data Analysis
Bengaluru, Karnataka, India · Remote Solely
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Business systems analysis, Quality assurance, Requirements gathering, User stories, Acceptance criteria
Overland Park, Kansas, United States · Remote OK
$66k–$93k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Wealth management, Financial planning, Relationship management, Investment strategy, Client consultation
Manila, Metro Manila, Philippines · On-site
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Team management, Call center operations, Customer service, Financial services, Coaching
Salt Lake City, Utah, United States · Remote OK
$60k–$84k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Retirement planning, Public speaking, Presentation skills, Relationship management, Financial services
Overland Park, Kansas, United States · Remote OK
$114k–$165k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Program management, Project management, Data engineering, Business intelligence, Data analytics
Bangalore, Karnataka, India · Remote OK
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: DevOps, AWS, Linux, Python, Go
Gillingham, England, United Kingdom · Remote OK
$167k–$242k/yr
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. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Finance Data Strategy, Data Governance, Financial Reporting, FP&A, SOX Compliance
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The Retirement Plan Advisor conducts individual and group presentations to help participants achieve retirement readiness and financial goals. They also manage strategic partnerships with key stakeholders and document all interactions within Salesforce to ensure regulatory compliance.
Candidates must have a bachelor's degree or equivalent experience along with 3-5 years of relevant financial services experience. Proficiency in Spanish, strong presentation skills, and the ability to obtain FINRA Series 6, 63, and 65 registrations are required.
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. 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. 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. Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
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
Bachelor's degree or equivalent work experience in lieu of a degree
3 – 5 years relevant financial services experience
Spanish bilingual skills required
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
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
#PJRPA
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. 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.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
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. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Job Posting End Date at 12:01 am on:
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At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve. It’s been an incredible journey so far, but our story is just getting started. From the very beginning, we’ve prided ourselves on putting our customers first in everything we do — which will never change. The genesis of Empower dates back to 1891, when our parent company was founded as an insurance firm on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014. Our past is a big part of who we are as a business, but we continue to invest heavily in our current principles and future endeavors. Today, as the second-largest recordkeeper¹ in the U.S. and a comprehensive wealth management leader, we proudly serve more than 19 million individuals and over 88,000 different organizations.² With a constant commitment to growth, innovation and technology, we are fully dedicated to transforming the lives of all Americans. Our personalized tools and solutions are aimed at helping everyone improve their financial confidence so they can pursue their passions and reach their unique goals. That’s our promise. ------------------------ Disclosures: https://www.empower.com/social-media/ ¹Pension & Investments DC Recordkeeper Survey (2024). Ranking measured by total number of participants as of December 2023. ²As of March 31, 2025.
Offices: 8515 E. Orchard Road, Greenwood Village, CO 80111, US
At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve. It’s been an incredible journey so far, but our story is just getting started. From the very beginning, we’ve prided ourselves on putting our customers first in everything we do — which will never change. The genesis of Empower dates back to 1891, when our parent company was founded as an insurance firm on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014. Our past is a big part of who we are as a business, but we continue to invest heavily in our current principles and future endeavors. Today, as the second-largest recordkeeper¹ in the U.S. and a comprehensive wealth management leader, we proudly serve more than 19 million individuals and over 88,000 different organizations.² With a constant commitment to growth, innovation and technology, we are fully dedicated to transforming the lives of all Americans. Our personalized tools and solutions are aimed at helping everyone improve their financial confidence so they can pursue their passions and reach their unique goals. That’s our promise. ------------------------ Disclosures: https://www.empower.com/social-media/ ¹Pension & Investments DC Recordkeeper Survey (2024). Ranking measured by total number of participants as of December 2023. ²As of March 31, 2025.
Offices: 8515 E. Orchard Road, Greenwood Village, CO 80111, US
