Retirement Plan Advisor
Empower - Milwaukee County, WI
Hiring: Retirement Plan Advisor Company: Empower Location: Milwaukee County, WI Job Posted Time: 2026-09-10 13:09:27 Employment Type: On-site Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Regulatory Compliance, Salesforce About the job Experience: •5 years relevant financial services experience Required Skills: •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 Qualifications: •Direct message the job poster from Empower •Lead Talent Acquisition Consultant @ Empower | HR, Recruiting •This Retirement Plan Advisor will work with public employees in the Milwaukee area. The Retirement Plan Advisor must be based in this territory and be available to meet with participants in person as needed. Compensation: •$75,000 - $85,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!