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Retirement Plan Advisor (Baton Rouge, LA)

Company: Empower
Location: Baton Rouge
Posted on: January 24, 2023

Job Description:

Grow your career with a growing organizationWhether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.Are you passionate about helping people achieve their dreams of a secure retirement? Do you think most people would save more if they understood the levers to achieving their retirement income goals? At Empower, this is our only mission. Empower is a leading provider of group retirement services, with more than a century of experience providing financial security to people across America. Here is your opportunity to join us as a Retirement Plan Advisor.Ideally located in Baton Rouge, and will cover parishes ranging from West Feliciana and Pointe Coupee down to Terrebonne. This position will be working with public employees in that territory. There will also be some time in the Baton Rouge office.What you will doElicit actions to help individuals secure a healthy retirement and plan their financial future. Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.Develop strategic partnerships with key contacts in each location and agencies within assigned territoryConduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomesCreate dynamic business plan and strategy to maximize impact on participants in assigned territoryDefine a variety of dynamic needs and challenges by using thoughtful analyticsDocument interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelinesSatisfy service level agreements for the plan as well as achieve business resultsWork collaboratively across internal service and management teams to improve effectivenessWhat you will bringBachelor's degree in Business or Finance; or equivalent work experience2+ years related experienceReliable personal transportation to cover the assigned territory (mileage reimbursement provided)Strategic thinker who can work independentlyStrong relationship building and territory management skillsExperienced and effective public speakerFINRA Series 6, 63, 65 registrations obtained within 90 days of hire date - current FINRA registrations strongly preferredFINRA fingerprinting upon hireWhat will set you apartExperience with retirement planning/financial planning softwareProficient in MS Word, Excel, PowerPointGood working knowledge of the firm's products, the defined contribution business and ERISAWhat we offer youWe 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 insuranceRetirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time - 16 hours per calendar yearLeave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Base Salary Range$ 58,800.00-83,025.00We 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.

Keywords: Empower, Baton Rouge , Retirement Plan Advisor (Baton Rouge, LA), Other , Baton Rouge, Louisiana

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