Retirement Plan Advisor

Personal Capital

Personal Capital

Mobile, AL, USA
Posted on Tuesday, September 12, 2023
Apply Location Mobile, Alabama Workplace Flexibility Remote - Must reside within territory Date posted 09/12/2023 Job ID R.0042365

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Retirement Plan Advisor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

This Retirement Plan Advisor will work with public employees in the Mobile, AL area and must reside within the territory and be able to travel within southern Alabama as required.

What you will do

Elicit actions to help individuals secure a healthy retirement and plan their financial future. Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

  • Develop strategic partnerships with key contacts in each location and agencies within assigned territory

  • Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes

  • Create dynamic business plan and strategy to maximize impact on participants in assigned territory

  • Define a variety of dynamic needs and challenges by using thoughtful analytics

  • Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines

  • Satisfy service level agreements for the plan as well as achieve business results

  • Work collaboratively across internal service and management teams to improve effectiveness

What you will bring

  • Bachelor's degree in Business or Finance; or equivalent work experience

  • 3+ years related experience

  • Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)

  • Strategic thinker who can work independently

  • Strong relationship building and territory management skills

  • Experienced and effective public speaker

  • FINRA Series 6, 63, 65 registrations obtained within 90 days of hire date - current FINRA registrations strongly preferred

  • FINRA fingerprinting upon hire

What will set you apart

  • Experience with retirement planning/financial planning software

  • Proficient in MS Word, Excel, PowerPoint

  • Good working knowledge of the firm's products, the defined contribution business and ERISA

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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$58,800.00 - $83,025.00

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.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment 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.

***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.***

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