Retirement Plan Advisor

Location: Rosholt

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 participants in the Wisconsin Deferred Compensation Program - Government 457b plan. 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 Retirement Plan Advisor will work with public employees in Central and Northern Wisconsin. The Retirement Plan Advisor must be based in this territory and be able to travel accordingly; approximately 4 overnight trips a month.

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 degree3 – 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#LI-BSG
*** 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 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 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…