Overview
Retirement Plan Advisor – Spanish Jobs in Emeryville, USA at Empower
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 401(k)/(a), 403(b), and/or 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 plan participants on the West Coast and bilingual Spanish skills are required.
Occasional travel is required between Colorado and California.
What you will do
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Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
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Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
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Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
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Manage meeting schedule, including travel booking
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Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
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Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
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Achieve plan level and individual goals to help achieve service level agreements and business results
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Participate in client meetings, sales finals, or other external meetings as needed
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Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
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Bachelor’s degree or equivalent work experience in lieu of a degree
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3 – 5 years relevant financial services experience
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Spanish bilingual skills required
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Strong presentation skills required
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Proficiency in MS Word, Excel, PowerPoint, and Teams required
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Strategic thinker who can work independently required
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Strong relationship building and territory management skills required
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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
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Working knowledge of Salesforce preferred
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Working knowledge of building blocks for successful retirement planning preferred
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Basic understanding of defined contribution plans preferred
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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…
Title: Retirement Plan Advisor – Spanish
Company: Empower
Location: Emeryville, USA
Category:
