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
#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 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
- Base Salary Range
- $72,200.00 - $101,975.00
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
11-07-2026
Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.
