Retirement Plan Advisor- Madison

Empower Retirement • Madison, WI

409d • $69,400 - $98,050

About The Position

As a Retirement Plan Advisor at Empower Retirement, you will play a crucial role in helping individuals plan for their financial future and achieve retirement readiness. This position focuses on public employees in the Dane County area, requiring both in-person and virtual meetings to provide personalized financial guidance. You will develop strategic partnerships, conduct reviews, and create business plans to maximize participant impact while adhering to compliance guidelines and service level agreements.

Requirements

• 2+ years related experience
• Bachelor's degree or equivalent experience
• FINRA Series 6, 63, and 65 registrations (current Series 6 and 63 required for serious consideration)
• Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
• Strong relationship building and territory management skills.

Nice To Haves

• Current FINRA registrations strongly preferred
• Experience with retirement planning/financial planning software
• Strategic thinker who can work independently
• Experienced and effective public speaker
• Good working knowledge of the firm's products, the defined contribution business, and ERISA.

Responsibilities

• Develop strategic partnerships with key contacts in each location and agencies within assigned territory.
• Conduct Retirement Readiness Reviews, individual meetings, and periodic group presentations with targeted participants.
• Create dynamic business plans and strategies to maximize impact on participants in assigned territory.
• Define a variety of dynamic needs and challenges using thoughtful analytics.
• Document interactions in Salesforce and collect required enrollment information to adhere to compliance guidelines.
• Satisfy service level agreements for the plan and achieve business results.
• Work collaboratively across internal service and management teams to improve effectiveness.

Benefits

• Mileage reimbursement
• Paid parental leave
• Internal mobility program
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Tuition reimbursement
• Paid time off
• Vision insurance
• 401(k) matching
• Life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree