Strategic Retirement Plan Advisor- Texas

Overview

This role provides strategic guidance to individuals enrolled in an employer-sponsored retirement plan, helping them work toward long-term financial success. Using data-driven insights and proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and supports participants through both in-person and virtual consultations within an assigned territory. The position is responsible for meeting client service expectations and business objectives.

Responsibilities

• Conduct in-depth advice conversations to assess participants’ overall financial health, including retirement readiness, investment management, household financial planning, and general financial wellness
• Use 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, and follow up to promote long-term financial behavior change
• Lead one-on-one consultations and group education sessions (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
• Meet or exceed service level agreements (SLAs), client expectations, and annual performance goals to achieve measurable outcomes
• Build and maintain strategic partnerships internally (including Client Relationship Managers, Customer Care, Communications, and Marketing teams) and externally (including HR and benefits coordinators within employer groups)
• Collaborate with Empower Personal Wealth to refer participants whose needs align with wealth management solutions

Requirements

• 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 who can 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
• Applicants must be authorized to work for any employer in the U.S. Sponsorship or takeover of an employment visa is not available at this time, including CPT/OPT

Preferred Qualifications

• 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

Compensation & Benefits

• Base Salary Range: $87,400.00 - $123,400.00
• 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
• Medical, dental, vision and life insurance
• Tuition reimbursement up to $5,250/year
• Business-casual environment, including the option to wear jeans
• 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) open to all
• Non-sales positions may participate in a bonus program; sales positions may be eligible for sales incentives and, in some instances, a bonus plan. Total compensation may exceed base salary depending on individual performance.
• Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements and/or skill level, and will be finalized at the time of offer.

Location

• This role supports both in-person and virtual consultations across an assigned territory—geographic and/or client-based.
• For remote and hybrid positions, reliable high-speed internet with a wired connection is required, along with an appropriate home workspace with limited disruption. Internet connectivity must be provided by an ISP that is fiber, cable or DSL. Other necessary computer equipment will be provided. You may be required to work in the office if the home work environment and required internet connection are not adequate.

Application / Posting Information

• Job Posting End Date: 11-07-2026 at 12:01 am

Equal Opportunity

An equal opportunity employer committed to diversity. All qualified applicants will receive consideration without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.