Retirement Plan Advisor - South/West Bay Area

Job Description

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.

You’ll achieve these goals by meeting with individuals in person and virtually in your assigned territory.

This Retirement Plan Advisor will work with participants in the Western part of the Bay Area (South San Francisco, San Mateo, San Jose) and must reside and be able to travel within this territory.

This is not a fully remote position. 50% of the time will be in person with clients in the West Bay.

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

PJRPA

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 of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.

BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$83,300.00 - $117,650.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program.

Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Equal opportunity employer

Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply.

All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.

You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided.

You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Job Posting End Date at 12 : 01 am on :

11-09-2024

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Workplace Flexibility : Remote - Must reside within territory