Senior Retirement Plan Advisor Data-Driven Planning
Posted yesterday
empowerDallas (TX)
Personal Financial AdvisorsPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Empower in Dallas seeks a Strategic Retirement Plan Advisor to guide participants in employer-sponsored plans with personalized advice across retirement, investments, and financial wellness. The role supports in-person and virtual consultations across an assigned territory.
You will document interactions in Salesforce, deliver tailored plans, and collaborate with internal teams. A bachelor's degree and 7+ years in financial services, plus FINRA registrations, are required.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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