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Dallas, Texas, United States
Remote only
Not Available
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 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. Leveraging data-driven insights and Empower’s proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and helps participants take confident, informed action. 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.
What you will do
Conduct in-depth advice conversations to assess participants’ overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness
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
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
Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up strategies
Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals
Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups)
Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower’s wealth management solutions
What you will bring
Bachelor’s degree or equivalent experience preferred
7+ years of relevant financial services experience
FINRA Series 6, 63 and 65 registrations required
Strong interpersonal, communication, and presentation skills
Strategic thinker with the ability to work independently and manage a personal book of business
Deep understanding of defined contribution plans, financial planning principles, and investment management topics
Ability to travel to client sites as necessary (up to 50%)
FINRA Fingerprinting required upon hire
What will set you apart
Experience in sales and/or wealth management preferred
Proficiency with investment planning tools and financial wellness platforms
Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams
Familiarity with Salesforce or other CRM systems
***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.***
What we offer you
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.
Base Salary Range
$87,400.00 - $123,400.00The 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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