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Retirement Plan Advisor - Spanish
Empower
remoteUSD 79,400 - 112,175 / year
Oakland, CA; Los Angeles, CA; Denver Metropolitan, CO (Remote) Posted Sep 3, 2026
About this role
Retirement Plan Advisor - Spanish
What you will do
- 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
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