Retirement Plan Advisor

Empower

. Conduct Retirement Readiness Reviews and individual meetings with targeted participants .

Posted 9/16/2026full-timePasadena • California • United StatesMid-LevelSenior💰 $79,400 - $112,175 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in conducting Retirement Readiness Reviews and delivering presentations on defined contribution plans, while effectively managing stakeholder relationships and achieving business objectives. Proficient in utilizing data-driven analysis to enhance retirement outcomes and compliance documentation.

Highest-signal resume keywords

Retirement Readiness ReviewsStrong Presentation SkillsFINRA Series 6, 63, and 65 RegistrationsSalesforce ProficiencyTerritory Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceData-Driven Analytical ThinkingConsultative Client InteractionsBusiness Plan DevelopmentRegulatory Compliance Documentation

Soft Skills

Relationship-BuildingStrategic ThinkingIndependent Work

Tools & Technologies

MS WordMS ExcelMS PowerPointMS TeamsSalesforce

Certifications & Qualifications

FINRA Series 6FINRA Series 63FINRA Series 65FINRA Fingerprinting

Industry Keywords

Defined Contribution PlansRetirement PlanningEmployer-Sponsored PlansConsultative ExpertiseStakeholder Relationships

About the role

Key responsibilities & impact

Conduct Retirement Readiness Reviews and individual meetings with targeted participants
Deliver group presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants
Use consultative expertise and data-driven analytical thinking to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders within assigned territory or employer-sponsored plans
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 supporting 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

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
Ability to think strategically and work independently
Strong relationship-building and territory-management skills
FINRA Series 6, 63, and 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
Must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
Must be based in the assigned territory and available to meet individuals in person
Reliable high-speed internet with a wired connection and a suitable home workspace for remote work
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

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all
Bonus program opportunity for non-sales positions
Sales incentives and, in some instances, a bonus plan for sales positions
Reliable high-speed internet and a wired connection required for remote/hybrid work; necessary computer equipment provided