Are you passionate about helping people achieve their dreams of a secure retirement?
Do you think most people would save more if they understood the levers to achieving their retirement income goals?
At Empower Retirement, this is our only mission.
Empower is a leading provider of group retirement services, with more than a century of experience providing financial security to people across America, Here is your opportunity to join us as a Retirement Plan Advisor.
This will be working with a major local government employer in the Los Angeles area.
This role requires an active CFP as this Retirement Plan Advisor will provide comprehensive financial planning support as an option to plan participants.
What you will do
Elicit actions to help individuals secure a healthy retirement and plan their financial future.
Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
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
Bachelor’s degree in Business or Finance; or equivalent work experience 2+ years related experience Current CFP required Reliable personal transportation to cover the assigned territory (mileage reimbursement provided) Strategic thinker who can work independently Strong relationship building and territory management skills Experienced and effective public speaker FINRA Series 6, 63, 65 registrations obtained within 90 days of hire date
– current FINRA registrations strongly preferred FINRA fingerprinting upon hire
What will set you apart
Experience with retirement planning/financial planning software Proficient in MS Word, Excel, PowerPoint Good working knowledge of the firm’s products, the defined contribution business and ERISA