Retirement Plan Advisor

About the role

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. Empower Yourself.

The Retirement Plan Advisor plays a critical role in helping public sector employees build financial confidence and prepare for a successful retirement. Serving participants in government-sponsored 457(b) defined contribution plans, this position delivers personalized retirement planning guidance through individual consultations, Retirement Readiness Reviews, and group presentations.

Using a consultative, data-driven approach, the Advisor helps participants make informed financial decisions and work toward their long-term financial goals. The role also builds strategic relationships with plan sponsors and key stakeholders, partners with the Relationship Management team, and executes territory strategies to achieve service commitments and business objectives.

This Advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually.

What You Will Do

• Conduct Retirement Readiness Reviews, individual consultations, and group presentations in person and virtually to educate government 457(b) plan participants on retirement readiness, savings strategies, and long-term financial goals
• Develop and maintain strategic relationships with plan sponsors, key stakeholders, and employer representatives throughout the assigned territory
• Manage participant meeting schedules, appointment coordination, and territory travel to support efficient service delivery
• Develop and execute territory business plans and participant engagement strategies to achieve individual and plan-level performance goals, service level agreements, and business objectives
• Document participant interactions and maintain accurate records in Salesforce in accordance with regulatory and compliance requirements
• Participate in client meetings, finalist presentations, and other external meetings to support client relationships and business development activities
• Collaborate with Relationship Management and internal service teams to enhance participant engagement and improve client service delivery

What You Will Bring

• Bachelor's degree or equivalent combination of education and relevant professional experience
• 3-5 years of relevant experience in financial services, retirement planning, or a related field
• FINRA Series 6, 63, and 65 registrations required within established timelines; current registrations strongly preferred
• Strong presentation and communication skills, including experience delivering individual consultations and group presentations
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams
• Ability to think strategically, work independently, and manage competing priorities within an assigned territory
• Strong relationship management, stakeholder engagement, and territory management skills
• Ability to analyze participant needs and communicate retirement planning concepts clearly and effectively
• Ability to travel throughout the assigned territory
• FINRA fingerprinting required

• #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.