Empower

Financial Planner

Empower

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $87,400 - $123,400 per year

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 & Tools
financial planninginvestment strategiesmanaged accountsretirement readinesssavings strategiesportfolio reviewfinancial wellnessneeds-based conversationsclient assessmentdocumentation
Soft Skills
relationship buildingcommunicationteam collaborationproactive outreachpersonalizationeducationknowledge sharingclient serviceproblem-solvingadaptability
Certifications
Certified Financial Planner (CFP)FINRA Series 7FINRA Series 63FINRA Series 65Life insurance license