Retirement Plan Advisor

Empower

. Assist individuals in achieving successful retirement and planning their financial future .

Posted 9/19/2026full-timeRiverside • California • United StatesMid-LevelSenior💰 $79,400 - $112,175 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement planning and financial services, with strong presentation and relationship management skills. Proficient in utilizing Salesforce and Microsoft Office tools to drive positive business outcomes and ensure regulatory compliance.

Highest-signal resume keywords

Retirement PlanningSalesforce DocumentationFINRA Series 6, 63, 65 RegistrationsPresentation SkillsRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningFinancial Services ExperienceSalesforceMS WordMS ExcelMS PowerPointMS TeamsConsultative Client InteractionsTerritory ManagementDefined Contribution Plans

Soft Skills

Strategic ThinkingRelationship BuildingIndependent WorkCollaboration

Certifications & Qualifications

FINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFINRA Fingerprinting

Industry Keywords

Retirement Readiness ReviewsBusiness PlansStakeholder RelationshipsClient MeetingsService Level Agreements

About the role

Key responsibilities & impact

Assist individuals in achieving successful retirement and planning their financial future
Conduct Retirement Readiness Reviews and other individual meetings
Deliver group presentations to targeted participants
Develop and maintain strategic partnerships with key stakeholders
Conduct one-on-one virtual and on-site group meetings using various technologies
Manage meeting schedules, including travel booking
Create and execute business plans and tactics to drive positive retirement income objectives
Document interactions in Salesforce and collect information for regulatory compliance
Achieve plan-level and individual goals, service level agreements, and business results
Participate in client meetings, sales finals, and other external meetings as needed
Collaborate across internal service and management teams
Assist the Relationship Management team in establishing and maintaining stakeholder relationships within the territory

Requirements

What you’ll need

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
Must be based in the assigned territory and available to meet with individuals in person
Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment including the option to wear jeans
Generous paid time off upon hire
Ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Flexible work environment
Other necessary computer equipment provided