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Strategic Retirement Partners Jobs (NOW HIRING)

Victaulic

Retirement Specialist

Easton, PA · On-site

Vendor & Partner Management Collaborate with external vendors, recordkeepers, and consultants to ... Program Improvement & Strategy Support Contribute to the evaluation and enhancement of retirement ...

Victaulic

Retirement Specialist

Easton, PA

Vendor & Partner Management Collaborate with external vendors, recordkeepers, and consultants to ... Program Improvement & Strategy Support Contribute to the evaluation and enhancement of retirement ...

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All JobsStrategic Retirement Partners Jobs

Strategic Retirement Partners information

See salary details

$72K

$125.9K

$201K

How much do strategic retirement partners jobs pay per year?

As of Jun 14, 2026, the average yearly pay for strategic retirement partners in the United States is $125,908.00, according to ZipRecruiter salary data. Most workers in this role earn between $101,500.00 and $134,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Strategic Retirement Partner, and why are they important?

To thrive as a Strategic Retirement Partner, you need expertise in retirement plan design, ERISA regulations, financial planning, and a relevant degree or professional certification such as the CFP or AIF. Familiarity with recordkeeping platforms, investment analysis tools, and compliance management systems is typically required. Strong relationship-building, communication, and problem-solving skills help you effectively advise clients and collaborate with plan sponsors. These capabilities are vital for optimizing retirement plan outcomes, ensuring regulatory compliance, and building trust with clients.

What is the difference between Strategic Retirement Partners vs Financial Advisor?

AspectStrategic Retirement PartnersFinancial Advisor
CredentialsCertified Retirement Counselor (CRC), CFP often preferredCFP, ChFC, or similar certifications common
Work EnvironmentFocus on retirement planning, client education, and personalized strategiesBroader financial planning, investment management, and wealth advisory
Industry UsageSpecialized in retirement solutions within financial servicesGeneral financial services including retirement, investments, estate planning

Strategic Retirement Partners primarily focus on retirement planning and client education, often requiring certifications like CRC or CFP. Financial Advisors have a broader scope, covering investments, estate planning, and overall wealth management. While both roles serve similar client needs, Strategic Retirement Partners specialize in retirement-specific strategies, making them distinct within the financial advisory industry.

What are some common challenges faced by professionals at Strategic Retirement Partners and how can they be addressed?

Professionals at Strategic Retirement Partners often navigate complex regulatory requirements and work with clients who have diverse retirement goals. Managing multiple client accounts while staying updated on industry regulations can be demanding, but utilizing robust client management systems and participating in ongoing training can help. Collaboration with compliance teams and financial advisors is essential to deliver tailored solutions and ensure best practices. Building strong client relationships and staying proactive with communication are key strategies for success in this environment.

What are Strategic Retirement Partners?

Strategic Retirement Partners (SRP) is a national retirement plan consulting firm that specializes in helping businesses design, implement, and manage workplace retirement plans such as 401(k)s and 403(b)s. SRP works with employers to ensure their retirement plans are compliant, cost-effective, and tailored to meet the needs of both the organization and its employees. They provide fiduciary guidance, employee education, investment selection, and plan benchmarking services to help organizations offer competitive and effective retirement benefits.
More about Strategic Retirement Partners jobs
What cities are hiring for Strategic Retirement Partners jobs? Cities with the most Strategic Retirement Partners job openings:
What are the most commonly searched types of Strategic Retirement Partners jobs? The most popular types of Strategic Retirement Partners jobs are:
What states have the most Strategic Retirement Partners jobs? States with the most job openings for Strategic Retirement Partners jobs include:
What job categories do people searching Strategic Retirement Partners jobs look for? The top searched job categories for Strategic Retirement Partners jobs are:
Strategic Retirement Partners jobs near you
Infographic showing various Strategic Retirement Partners job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $125,908 per year, or $60.5 per hour.
Strategic Retirement Plan Advisor

Strategic Retirement Plan Advisor

Empower Annuity Insurance Company of America

Remote

$87K - $123K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Empower rating

7.6

Company rating: 7.6 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Strategic Retirement Plan Advisor guides individuals in an employer-sponsored retirement plan toward long-term financial success by delivering personalized advice across all aspects of their financial lives. Leveraging data-driven insights and Empower's proprietary tools, the advisor conducts comprehensive financial assessments, develops tailored investment and retirement strategies, and helps participants take confident, informed action. This role supports both in-person and virtual consultations across an assigned territory-geographic and/or client-based-while meeting client service expectations and business objectives.
What you will do
  • 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

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
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 • 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.***
Job Posting End Date at 12:01 am on:
06-13-2026
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