Strategic Retirement Plan AdvisorHispanic Alliance for Career Enhancement • New York, New York, United States
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Strategic Retirement Plan Advisor
Hispanic Alliance for Career Enhancement
- New York, New York, United States
- New York, New York, United States
Über
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
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.
Equal Opportunity Employer 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.
Remote & Hybrid Requirements 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: 05‑16‑2026
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Sprachkenntnisse
- English
Hinweis für Nutzer
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