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Retirement Plan Advisor

May 27, 2026

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 across all plan sizes. 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 Advisor will work with public employees in New England and western New York. Must be based in this territory and available to travel as needed. What you will do<ul><li>Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes</li><li>Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans</li><li>Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner</li><li>Manage meeting schedule, including travel booking</li><li>Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants</li><li>Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance</li><li>Achieve plan level and individual goals to help achieve service level agreements and business results</li><li>Participate in client meetings, sales finals, or other external meetings as needed</li><li>Work collaboratively across internal service and management teams to improve effectiveness</li></ul>What you will bring<ul><li>Bachelor's degree or equivalent work experience in lieu of a degree</li><li>3 – 5 years relevant financial services experience</li><li>Strong presentation skills required</li><li>Proficiency in MS Word, Excel, PowerPoint, and Teams required</li><li>Strategic thinker who can work independently required</li><li>Strong relationship building and territory management skills required</li><li>FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred</li><li>FINRA fingerprinting required upon hire</li></ul>What will set you apart<ul><li>Working knowledge of Salesforce preferred</li><li>Working knowledge of building blocks for successful retirement planning preferred</li><li>Basic understanding of defined contribution plans preferred</li><li>Practical experience providing high-level, consultative client interactions preferred</li></ul><div>***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.***</div>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.<ul><li>Medical, dental, vision and life insurance</li><li>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</li><li>Tuition reimbursement up to $5,250/year</li><li>Business-casual environment that includes the option to wear jeans</li><li>Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year</li><li>Paid volunteer time — 16 hours per calendar year</li><li>Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)</li><li>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.</li></ul>Base Salary Range$79,400.00 - $112,175.00The 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 workplaceWe 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:06-20-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with <a href="https://www.empower.com/the-currency" target="_blank" rel="noopener noreferrer">The Currency</a> and sign up for Empower’s free newsletter.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...