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Home Flexible Job Board Retirement Plan Advisor

$72,200–101,975/yr 9d ago

Retirement Plan Advisor

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Empower

Concord, NH, US

Full-time Permanent Remote

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Summary

The Retirement Plan Advisor conducts individual and group presentations to help participants achieve retirement readiness and financial goals. They also manage strategic stakeholder relationships and document all interactions within Salesforce to ensure regulatory compliance.

Job Description

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 assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This position will work with public employees in New Hampshire and the Advisor must be based in the territory with the ability to travel as needed.

What you will do

  • 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 meeting 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

What you will bring

  • Bachelor's degree or equivalent work experience in lieu of a degree

  • 3 – 5 years relevant financial services experience

  • Strong presentation skills required

  • Proficiency in MS Word, Excel, PowerPoint, and Teams required

  • Strategic thinker who can work independently required

  • Strong relationship building and territory management skills required

  • FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred

  • FINRA fingerprinting required upon hire

What will set you apart

  • Working knowledge of Salesforce preferred

  • Working knowledge of building blocks for successful retirement planning preferred

  • Basic understanding of defined contribution plans preferred

  • Practical experience providing high-level, consultative client interactions preferred

#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.

Equal opportunity employer •  Drug-free workplace

We 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. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

10-10-2026

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About the company

Empower

At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.

It’s been an incredible journey so far, but our story is just getting started.

From the very beginning, we’ve prided ourselves on putting our customers first in everything we do — which will never change. The genesis of Empower dates back to 1891, when our parent company was founded as an insurance firm on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014. Our past is a big part of who we are as a business, but we continue to invest heavily in our current principles and future endeavors.

Today, as the second-largest recordkeeper¹ in the U.S. and a comprehensive wealth management leader, we proudly serve more than 19 million individuals and over 88,000 different organizations.²

With a constant commitment to growth, innovation and technology, we are fully dedicated to transforming the lives of all Americans. Our personalized tools and solutions are aimed at helping everyone improve their financial confidence so they can pursue their passions and reach their unique goals.

That’s our promise.

------------------------
Disclosures: https://www.empower.com/social-media/

¹Pension & Investments DC Recordkeeper Survey (2024). Ranking measured by total number of participants as of December 2023.

²As of March 31, 2025.

Founded

2014

Company size

10,001+ employees

Industry

Financial Services

Org type

Public Company

Headquarters

Greenwood Village, CO

Apply Now

About the company

Empower

At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.

It’s been an incredible journey so far, but our story is just getting started.

From the very beginning, we’ve prided ourselves on putting our customers first in everything we do — which will never change. The genesis of Empower dates back to 1891, when our parent company was founded as an insurance firm on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014. Our past is a big part of who we are as a business, but we continue to invest heavily in our current principles and future endeavors.

Today, as the second-largest recordkeeper¹ in the U.S. and a comprehensive wealth management leader, we proudly serve more than 19 million individuals and over 88,000 different organizations.²

With a constant commitment to growth, innovation and technology, we are fully dedicated to transforming the lives of all Americans. Our personalized tools and solutions are aimed at helping everyone improve their financial confidence so they can pursue their passions and reach their unique goals.

That’s our promise.

------------------------
Disclosures: https://www.empower.com/social-media/

¹Pension & Investments DC Recordkeeper Survey (2024). Ranking measured by total number of participants as of December 2023.

²As of March 31, 2025.

Founded

2014

Company size

10,001+ employees

Industry

Financial Services

Org type

Public Company

Headquarters

Greenwood Village, CO

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