Retirement Plan Advisor - Virginia

Grow your career with a growing organization

Whether they’re 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, that’s hard to beat. And from a personal satisfaction perspective, you’ll 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. You’ll 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  

• 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

What you will bring 

• 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

What will set you apart 

• 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

#PJGOV

***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 …