Retirement Plan Advisor- Baton Rouge

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.

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 be onsite in our Baton Rouge office, working with public employees in the area in person and virtually. Generally Monday - Friday, 8am - 5pm.

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 effectiveness

  

What 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 skills

  

What 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

#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) - 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.

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 location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for