Memphis, Tennessee, United States · Hybrid
$72k–$102k/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 Services, Presentation Skills, Relationship Building, Territory Management
Denver, Colorado, United States · Remote OK
$72k–$102k/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, Presentation Skills, Relationship Building, Territory Management
Las Vegas, Nevada, United States · Remote OK
$76k–$107k/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 Services, Presentation Skills, Relationship Building, Territory Management
Raleigh, North Carolina, United States · Hybrid
$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: Financial Services, Presentation Skills, Relationship Building, Territory Management, MS Word
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: Cloud Data Engineering, AWS, SQL, Python, Java
Bengaluru, Karnataka, India · Hybrid
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: Talent Development, Project Management, Change Management, Training Facilitation, Coaching
Fresno, California, United States · Remote OK
$137k–$198k/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, Tax Optimization
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: Java 17, SQL, Angular, React, AWS
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: Java, Automation testing, Karate, Selenium, JUnit
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: Java, Python, Swift, JavaScript, Software Design
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: Retirement Planning, IRA Knowledge, Investment Products, Customer Relationship Management, Financial Consulting
Bengaluru, Karnataka, India · Hybrid
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: HR Operations, People Leadership, Process Optimization, Workday, ServiceNow
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: Solutions Architecture, Generative AI, Machine Learning, Cloud Architecture, Microservices
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: Enterprise Integration Patterns, API-led Integration, Event-driven Architecture, Cloud Native Design, Java
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: Data Architecture, Cloud Architecture, AWS, Snowflake, Redshift
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: API-First Architecture, Event-Driven Architecture, RESTful APIs, gRPC, Asynchronous Messaging
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: Snowflake, SQL, DataOps, CI/CD, dbt
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 Leadership, Customer Service, Coaching, Mentoring, Operational Excellence
Los Angeles County, California, United States · Remote OK
$87k–$122k/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, Public Speaking, Relationship Management, Territory Management, Analytical Thinking
Bengaluru, Karnataka, India · Hybrid
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: Master Data Management, Informatica MDM, IBM Infosphere, Data Modeling, SQL
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The Retirement Plan Advisor conducts retirement readiness reviews and group presentations to help Government 457 plan participants achieve financial freedom. They are responsible for maintaining strategic partnerships with stakeholders and managing a territory in Western Tennessee.
Candidates need a bachelor's degree or equivalent experience and 3-5 years of relevant financial services experience. FINRA Series 6, 63, and 65 registrations are required within a specified timeline.
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 Government 457 plan participants. 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
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
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:
08-15-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.
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
