Retirement Plan Advisor - Virginia
VA Remote
Grow your career with a growing organization
Whether theyâre helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, thatâs hard to beat. And from a personal satisfaction perspective, youâll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
As a Retirement Plan Advisor, you will help individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. Youâll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
This Retirement Plan Advisor will work with multiple public employers around Virginia including Roanoke, Newport News, Prince William County and others. Travel to these locations will be required on a regular basis.
THIS IS NOT a 100% work from home position.
What you will do Â
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, using consultative expertise to improve retirement outcomes
Create dynamic business plan and strategy to maximize impact on participants in assigned territory
Define a variety of dynamic needs and challenges by using thoughtful analytics
Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines
Satisfy service level agreements for the plan as well as achieve business results
Work collaboratively across internal service and management teams to improve effectiveness
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What you will bringÂ
2+ years related experience
Bachelor's Degree or equivalent experience
FINRA Series 6, 63, and 65 registrations (at minimum 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
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What will set you apartÂ
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
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***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 âŚ
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Must be authorized to work in the U.S. Not fully remote No visa sponsorship available
Benefits/Perks401(k) matching 401(k) Plan Business-casual environment Business Resource Groups Dental Dental Insurance Diverse and inclusive benefits Financial Advisory Services Generous paid time off Inclusive work environment Leave of absence programs Life Insurance Medical Medical Insurance Paid Time Off Paid volunteer time Retirement savings Tuition reimbursement Vision Vision Insurance
Tasks- Achieve business results
- Create business plans
- Develop partnerships
- Develop strategic partnerships
- Document interactions
Analytics Compliance Empower ERISA Financial Planning Public speaking Relationship building Retirement planning Sales Salesforce Strategic Thinking Territory Management Wealth Management
Experience2 years
Education CertificationsFINRA Series 6 FINRA Series 63 Series 6
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9