Retirement Plan Advisor

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. You’ll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. You’ll achieve these goals by meeting with individuals in person and virtually in your assigned territory.This Retirement Plan Advisor will work with public employees in personal and virtually; primarily in Nassau County and secondarily in the Tri-State area. The Advisor must be based in this territory and have personal transportation to travel as necessary.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 effectivenessWhat 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 skillsWhat 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