Retirement Plan Advisor- Baton Rouge

Transforming Financial Lives, One Person at a Time Our vision is built on the idea that empowering individuals starts with giving our team members the freedom to transform their own lives. We offer a flexible work environment and fluid career paths, recognizing the importance of purpose, well-being, and work-life balance. 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 strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. Key Responsibilities: 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 plans and strategies to maximize impact on participants in assigned territory. Define various 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 effectiveness. Requirements: 2+ years of 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 skills. Preferred Qualifications: 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. We Offer: 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) - internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation. Base Salary Range: $70,800.00 - $99,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the listed location. 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.

Created: 2025-02-25