Finance Manager – Accounting
PostHog
Financial Planner
Empower
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $102,800 - $145,175 per year
Job Level
Mid-LevelSenior
About the role
- Deliver certified, comprehensive financial plans as part of a dedicated team model for large and mega Empower customers
- Engage participants in needs-based conversations to understand financial goals and recommend appropriate solutions, including Empower products and services
- Provide education and guidance on all aspects of retirement readiness: managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, distribution options, and broader financial wellness topics
- Act as an Investment Adviser Representative for Advised Assets Group, reviewing client portfolios and recommending strategies using Empower’s managed account services
- Develop and maintain positive working relationships with participants, leveraging the CONSULT model to personalize each client experience
- Conduct proactive outreach to current and former providers on behalf of participants to implement financial decisions
- Maintain accurate and timely documentation of interactions using Salesforce and other internal systems
- Actively participate in training sessions and staff meetings, sharing knowledge and best practices across the team
- Educate clients about and enroll them into Managed Account solutions when appropriate. Support long-term client relationships by delivering a high-touch, distinctive service experience both pre- and post-retirement
Requirements
- Bachelor’s degree or equivalent combination of education and professional work experience (MBA preferred)
- Certified Financial Planner (CFP) certification required
- FINRA Series 7, 63, and 65 registrations required
- Life insurance license required (must be obtained within corporate-established timelines)
- FINRA fingerprinting required
- Minimum 3 years of experience in financial services or the 401(k) industry
- At least 2 years of direct experience in financial planning
- Demonstrated ability to assess a client’s complete financial picture across investments, insurance, tax planning, education savings, and estate considerations
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment strategiesmanaged accountsretirement readinesssavings strategiesportfolio reviewfinancial wellnessneeds-based conversationsclient assessmentdocumentation
Soft skills
relationship buildingcommunicationteam collaborationproactive outreachpersonalizationknowledge sharingclient educationdistinctive serviceproblem-solvingadaptability
Certifications
Certified Financial Planner (CFP)FINRA Series 7FINRA Series 63FINRA Series 65Life insurance license
