Empower

Financial Planner

Empower

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $104,800 - $148,075 per year

About the role

  • Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model
  • Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives
  • Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning
  • Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform
  • Apply the CONSULT model to build trust and guide participants toward clear financial decisions
  • Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation
  • Document interactions accurately and efficiently using Salesforce and other internal systems
  • Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers
  • Deliver a high-touch, ongoing service experience that supports clients before and after retirement

Requirements

  • Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred)
  • Certified Financial Planner® (CFP®) designation required
  • FINRA Series 7, 63, and 65 registrations required
  • FINRA fingerprinting required
  • Minimum 3 years of experience in financial services or the 401(k) industry
  • At least 2 years of direct financial planning experience
  • Proven ability to analyze and communicate a client’s complete financial picture, including investments, insurance, tax strategy, education planning, retirement, 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 recommendationsmanaged accountsretirement income planningsavings strategiesinvestment allocationsclient-directed transactionsfinancial analysisinsurance planningtax strategy
Soft Skills
communicationtrust buildingclient relationship managementproactive engagementcollaborationeducationguidanceproblem-solvinginsight sharingservice orientation
Certifications
Certified Financial Planner® (CFP®)FINRA Series 7FINRA Series 63FINRA Series 65FINRA fingerprinting