Retirement Plan Advisor Position Available In Shelby, Tennessee

Retirement Plan Advisor
Job

ID R.0051521

Primary location Memphis, Tennessee
Date posted 04/08/2025
Worker type Regular
Workplace flexibility Remote

• Must reside within territory Save 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 Retirement Plan Advisor will work with public employees in person and virtually in Western TN. The RPA must be based in this territory and be able to travel within the territory. This is NOT a 100% remote position. 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)
• 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 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.