Retirement Plan Advisor
Job Type:
Employee
Remote Work Level:
Hybrid Remote – Location:
New Orleans, LA
Date Posted:
2/27/24
The full Job description is on the original job post.
Job DescriptionRetirement Plan Advisor
remote type
Remote – Must reside within territory
locations
LA New Orleans – Remote
time type
Full time
job requisition id
R.0045245
Grow your career with a growing organization
Whether theyre 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, thats hard to beat. And from a personal satisfaction perspective, youll 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. Youll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
This Retirement Plan Advisor will work with a major public employer in the New Orleans area; in person and virtual meetings. This is NOT a “work from anywhere” role. The Retirement Plan Advisor must be based in this territory.
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
***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 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
$65,900.00 – $93,125.00
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.***
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