Join Empower as a Retirement Plan Advisor in Montana, where you'll help individuals achieve financial freedom through personalized guidance and impactful presentations. Enjoy a flexible work environment, opportunities for career growth, and a commitment to work-life balance.
Key Responsibilities
Conduct Retirement Readiness Reviews and group presentations
Develop and maintain strategic partnerships with key stakeholders
Manage meeting schedule and travel bookings
Create and execute business plans to drive retirement income objectives
Document interactions in Salesforce for regulatory compliance
Achieve plan level and individual goals
Participate in client meetings and collaborate across teams
Required Qualifications
Bachelor's degree or equivalent work experience
3 – 5 years relevant financial services experience
Strong presentation skills
Proficiency in MS Word, Excel, PowerPoint, and Teams
Strong relationship building and territory management skills
Medical, dental, vision and life insurance401(k) plan with company matching contributionsTuition reimbursement up to $5,250/yearGenerous paid time off and holidaysPaid volunteer timeLeave of absence programs