Strategic Retirement Plan Advisor

Empower

. Guide individuals in employer-sponsored retirement plans toward long-term financial success .

Posted 11/10/2026full-timeRemote • United StatesSeniorLead💰 $87,400 - $123,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement planning, investment management, and financial wellness, utilizing analytical tools and proprietary financial planning software to create customized financial plans. Strong interpersonal and communication skills are essential for conducting consultations and educating clients on financial strategies.

Highest-signal resume keywords

FINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFinancial Planning PrinciplesDefined Contribution Plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementFinancial PlanningRetirement PlanningSales StrategiesClient ConsultationsFinancial WellnessAnalytical ToolsPerformance GoalsCompliance StrategiesRisk Tolerance Assessment

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsStrategic ThinkingIndependent Work

Tools & Technologies

SalesforceMicrosoft OfficeMicrosoft TeamsInvestment Planning ToolsFinancial Wellness Platforms

Certifications & Qualifications

FINRA FingerprintingBachelor’s Degree

Industry Keywords

Financial ServicesWealth ManagementDefined Contribution PlansClient ExpectationsService Level Agreements

About the role

Key responsibilities & impact

Guide individuals in employer-sponsored retirement plans toward long-term financial success
Conduct in-depth advice conversations assessing retirement readiness, investment management, household financial planning, and financial wellness
Use proprietary financial planning software to deliver investment reviews and objective recommendations tailored to participant goals and risk tolerance
Customize and implement actionable financial plans using analytical tools
Follow up to promote long-term financial behavior change
Lead one-on-one consultations and group education sessions, both virtual and in-person
Cover retirement planning, investing fundamentals, and financial wellness best practices
Document participant interactions, advice, and recommendations in Salesforce
Ensure compliance and consistent follow-up strategies
Meet or exceed service level agreements, client expectations, and annual performance goals
Build strategic partnerships with internal teams and external HR and benefits coordinators
Collaborate with Empower Personal Wealth to refer participants to wealth management solutions
Support virtual and in-person consultations across an assigned geographic and/or client-based territory

Requirements

What you’ll need

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 thinking and 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
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT
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
Reliable high-speed internet with a wired connection and a suitable home workspace for remote work

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 wired connection required for remote/hybrid positions
Necessary computer equipment provided