[Remote] Retirement Plan Advisor at Empower

San Francisco, California, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement ServicesIndustries

Requirements

Bachelor's degree or equivalent work experience in lieu of a degree
3 – 5 years relevant financial services experience
Strong presentation skills
Proficiency in MS Word, Excel, PowerPoint, and Teams
Strategic thinker who can work independently
Strong relationship building and territory management skills
FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
Must reside and be able to travel within the San Francisco Bay Area (50% in-person time; not fully remote)
Applicants must be authorized to work for any employer in the U.S. (no sponsorship)

Responsibilities

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 meetings 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
Assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned

Skills

Key technologies and capabilities for this role

Retirement Planning401(k)403(b)457 PlansRetirement Readiness ReviewsConsultative SalesStakeholder ManagementData-Driven AnalysisGroup PresentationsClient Relationship Management

Questions & Answers

Common questions about this position

Is this a remote position, or do I need to be in the office?

This is not a fully remote position; you must reside and be able to travel within the San Francisco Bay Area, with 50% of the time spent in person with clients there.

What skills and qualifications are required for this role?

You need a Bachelor's degree or equivalent experience, 3-5 years in financial services, strong presentation skills, proficiency in MS Word, Excel, PowerPoint, and Teams, strategic thinking, relationship building, territory management skills, and FINRA Series 6, 63, 65 registrations.

What is the company culture like at Empower?

Empower offers a flexible work environment with fluid career paths, celebrates internal mobility, emphasizes purpose, well-being, work-life balance, and creates a welcoming, inclusive environment where associates volunteer extensively.

What does a typical day look like for a Retirement Plan Advisor?

The role involves conducting Retirement Readiness Reviews, individual meetings, and group presentations, developing partnerships with stakeholders, managing virtual and on-site meetings, booking travel, creating business plans, documenting in Salesforce, achieving goals, and collaborating with teams.

What is the salary or compensation for this position?

This information is not specified in the job description.

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

Land your dream remote job 3x faster with AI

Try Jobo Free