Talent.com
Empower
Retirement Plan AdvisorEmpower • Chicago, IL, US
Retirement Plan Advisor

Retirement Plan Advisor

Empower • Chicago, IL, US
12 days ago
Salary
$75,800.00 yearly
Job type
  • Full-time
Job description

Empower Yourself

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom.

Retirement Plan Advisor

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 403(b) plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Advisor will work with participants in non-profit plans in IL, WI and IA. It will require travel within the territory.

What You Will Do

  • Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
  • Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
  • Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
  • Manage meeting schedule, including travel booking
  • Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
  • Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
  • Achieve plan level and individual goals to help achieve service level agreements and business results
  • Participate in client meetings, sales finals, or other external meetings as needed
  • Work collaboratively across internal service and management teams to improve effectiveness

What You Will Bring

  • Bachelor's degree or equivalent work experience in lieu of a degree
  • 3 5 years relevant financial services experience
  • Strong presentation skills required
  • Proficiency in MS Word, Excel, PowerPoint, and Teams required
  • Strategic thinker who can work independently required
  • Strong relationship building and territory management skills required
  • FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
  • FINRA fingerprinting required upon hire

What Will Set You Apart

  • Working knowledge of Salesforce preferred
  • Working knowledge of building blocks for successful retirement planning preferred
  • Basic understanding of defined contribution plans preferred
  • Practical experience providing high-level, consultative client interactions preferred

Base Salary Range $75,800.00 - $107,075.00

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.

Create a job alert for this search

Retirement Plan Advisor • Chicago, IL, US

Similar jobs

Partner, Call Planning & Alignments (Genitourinary)

RadNet, Inc.Northbrook, IL, United States
Full-time

Partner, Call Planning & Alignments (Genitourinary).Partner, Call Planning & Alignments.Astellas is a global life sciences company committed to turning innovative science into VALUE for patients.We... Show more

 • Promoted

Physical Therapist - Highland Park

Athletico Physical TherapyHighland Park, IL, United States
Full-time

Position Overview About Us: At Athletico, we believe in the power of support - because a little help can lead to extraordinary achievements.Physical therapy isn't just about recovery; it's about ... Show more

 • Promoted

Retirement Plan Advisor

EmpowerChicago, IL, United States
Full-time

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.We have a flexible work environment, and fluid career... Show more

 • Promoted

Occupational Therapist – Inpatient – Days (Per Diem)

Endeavor HealthHighland Park, IL, US
Full-time +1

The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors.Occupational Therapist – Inpatient – Days (Per Diem).Position: Occupational Therapi... Show more

 • Promoted

Strategic Call Planning & Territory Alignment Partner

RadNet, Inc.Northbrook, IL, United States
Full-time

Astellas is seeking a Partner, Call Planning & Alignments (Genitourinary) based in Northbrook, IL.The role supports design, execution and maintenance of call planning and territory alignment soluti... Show more

 • Promoted

Wealth Advisor

Regal SecuritiesGlenview, IL, United States
Full-time

Glenview, IL, Orlando, FL, Fort Myers, FL.We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business.Our vision is to be THE Trusted Advisor for our client... Show more

 • Promoted

Manager, Advancement Planning & Engagement

Shirley Ryan AbilityLabChicago, IL, United States
Full-time

Manager, Advancement Planning & Engagement.Shirley Ryan AbilityLab is the global leader in physical medicine and rehabilitation for adults and children with the most severe, complex conditions.By j... Show more

 • Promoted

Retirement Plan Advisor

Old National BancorpChicago, IL, United States
Full-time

Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more

 • Promoted

Partner, Call Planning & Alignments (Genitourinary)

JobRx, Inc.Northbrook, IL, United States
Full-time

Partner, Call Planning & Alignments.Astellas is a global life sciences company committed to turning innovative science into VALUE for patients.We provide transformative therapies in disease areas t... Show more

 • Promoted

Truck Service Advisor I - PT

TravelCenters of AmericaZion, IL, United States
Full-time

There's never been a better time to join TravelCenters of America! For more than 50 years, millions of professional truck drivers and motorists have called our travel centers home, depending on us ... Show more

 • Promoted

Service Advisor

Bass Pro ShopsHammond, IN, United States
Full-time

The Service Specialist assists in all aspects of Service Department operations including unit inventory procedures, pre-delivery inspection (PDI) and delivery orientation.Position may also assist c... Show more

 • Promoted

Physical Therapist PRN - Highland Park, IL

Athletico Physical TherapyHighland Park, IL, United States
Full-time +1

Position Overview Our team of specialized physical therapists brings a diverse range of certifications and expertise - including Orthopedic Certified Specialists (OCS), Certified Strength and Cond... Show more

 • Promoted

Senior Wealth Advisor

Mesirow FinancialHighland Park, IL, United States
Full-time

Mesirow is an independent, employee-owned financial services firm founded in 1937.Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Pri... Show more

 • Promoted

Partner, Call Planning & Alignments (Genitourinary)

Astellas PharmaNorthbrook, IL, United States
Full-time

Astellas is a global life sciences company committed to turning innovative science into value for patients.We provide transformative therapies in oncology, ophthalmology, urology, immunology and wo... Show more

 • Promoted

Wealth Business Advisor I

TruistChicago, IL, United States
Full-time +2

Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner segment within the Truist footprint.Utilize objective... Show more

 • Promoted

Retirement Plan Consultant

OneDigitalChicago, IL, United States
Full-time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a ... Show more

 • Promoted

Senior Relationship/Trust Advisor, WM

Northern TrustChicago, IL, United States
Full-time

Senior Relationship/Trust Advisor, Wealth Management Oh.The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationsh... Show more

 • Promoted

Financial Advisor - Endowments and Foundations

CAPTRUSTChicago, IL, United States
Full-time

Endowment And Foundations Advisor.Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundat... Show more

 • Promoted

Senior Financial Advisor

Gallagher Benefit ServicesChicago, IL, United States
Full-time

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte... Show more

 • Promoted

Residential Sales Professional

Kern Heating & CoolingZion, IL, United States
Full-time

Ready to turn your sales skills into a life-changing income with a team that backs you all the way?.Kern Heating & Cooling in Beach Park, IL is hiring a full-time Outside Sales Rep (MondayFriday, 9... Show more