Retirement Plan Advisor
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 plays a critical role in helping public sector employees build financial confidence and prepare for a successful retirement. Serving participants in government-sponsored 457(b) defined contribution plans, this position delivers personalized retirement planning guidance through individual consultations, Retirement Readiness Reviews, and group presentations. Using a consultative, data-driven approach, the Advisor helps participants make informed financial decisions and work toward their long-term financial goals. The role also builds strategic relationships with plan sponsors and key stakeholders, partners with the Relationship Management team, and executes territory strategies to achieve service commitments and business objectives.
This Advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually.
What You Will Do
- Conduct Retirement Readiness Reviews, individual consultations, and group presentations in person and virtually to educate government 457(b) plan participants on retirement readiness, savings strategies, and long-term financial goals
- Develop and maintain strategic relationships with plan sponsors, key stakeholders, and employer representatives throughout the assigned territory
- Manage participant meeting schedules, appointment coordination, and territory travel to support efficient service delivery
- Dev...
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