Strategic Retirement Plan Advisor- Indianapolis

Empower$87K — $123K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience preferred
  • 7+ years of relevant financial services experience
  • FINRA Series 6, 63 and 65 registrations required
  • Strong interpersonal, communication, and presentation skills
  • Strategic thinker capable of managing a personal book of business
  • Deep understanding of defined contribution plans and investment management
  • Ability to travel to client sites up to 50%

Responsibilities

  • Conduct in-depth financial health assessments for participants
  • Utilize proprietary software for tailored investment reviews
  • Create and implement actionable financial plans using analytical tools
  • Lead one-on-one and group education sessions on financial topics
  • Document interactions and advice in Salesforce for compliance
  • Meet or exceed service level agreements and performance goals
  • Build and maintain strategic partnerships with internal and external stakeholders

Benefits

  • Medical, dental, vision and life insurance
  • Generous 401(k) matching contributions and financial advisory services
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment with jeans option
  • Generous paid time off, including company holidays and floating holidays
  • Paid volunteer time of 16 hours per year
  • Comprehensive leave of absence programs and Business Resource Groups for inclusion
Full Job Description
The Strategic Retirement Plan Advisor guides individuals in an employer-sponsored retirement plan toward long-term financial success by delivering personalized advice across all aspects of their financial lives. Leveraging data-driven insights and Empower's proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and helps participants take confident, informed action. This role supports both in-person and virtual consultations across an assigned territory-geographic and/or client-based-while meeting client service expectations and business objectives. What you will do • Conduct in-depth advice conversations to assess participants' overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness • Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations tailored to participant goals and risk tolerance • Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change • Lead one-on-one consultations and group education sessions, both virtual and in-person, covering topics such as retirement planning, investing fundamentals, and financial wellness best practices • Document participant interactions, advice, and recommendations in Salesforce; ensure compliance and consistent follow-up strategies • Achieve measurable outcomes by meeting or exceeding service level agreements (SLAs), client expectations, and annual performance goals • Build and maintain strategic partnerships internally (e.g., Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (e.g., HR and benefits coordinators within employer groups) • Collaborate with Empower Personal Wealth to refer participants whose needs align with Empower's wealth management solutions What you will bring • Bachelor's degree or equivalent experience preferred • 7+ years of relevant financial services experience • FINRA Series 6, 63 and 65 registrations required • Strong interpersonal, communication, and presentation skills • Strategic thinker with the ability to work independently and manage a personal book of business • Deep understanding of defined contribution plans, financial planning principles, and investment management topics • Ability to travel to client sites as necessary (up to 50%) • FINRA Fingerprinting required upon hire What will set you apart • Experience in sales and/or wealth management preferred • Proficiency with investment planning tools and financial wellness platforms • Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams • Familiarity with Salesforce or other CRM systems ***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) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $87,400.00 - $123,400.00 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. ***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: 07-18-2026

About Empower

Empower is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. It is the second-largest retirement plan provider in the United States.
Learn more about Empower

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