Empower

Financial Planner – Retail

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

  • Understanding the Client's Personal and Financial Circumstance
  • Identify and Define Goals
  • Analyze the Client's Current Course of Action and Potential Alternative Course(s) of Action
  • Develop and present comprehensive financial plans to retail clients using MoneyGuidePro
  • Work with existing retail clients and onboard referrals from Advisors
  • Coordinate & Schedule a multi-meeting process with clients to understand full financial picture and present actionable next steps
  • Support Financial Advisor & Planner in creating a first-in-class client experience
  • Manage a pipeline of current retail clients
  • Communicate effectively with wide demographic of client base
  • Showcase and communicate mastery of financial planning topics
  • Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable
  • Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions
  • Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition

Requirements

  • Bachelor's degree or an equivalent combination of education and professional work experience. MBA preferred
  • CFP required
  • FINRA Series 7, 63, 65 registrations required
  • FINRA fingerprinting required
  • 3+ years’ experience in financial services or 401k industry
  • 2 years minimum financial planning experience required
  • Demonstrated ability to create and present comprehensive financial plans one-on-one with clients
  • Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc)
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 planningcomprehensive financial plansclient onboardingpipeline managementfinancial analysisgoal settingcourse of action analysisclient relationship managementproactive communicationpresentation skills
Soft Skills
effective communicationclient experience enhancementrelationship buildingorganizational skillsproblem-solvinginterpersonal skillscollaborationadaptabilityattention to detailcustomer service
Certifications
Bachelor's degreeMBACFPFINRA Series 7FINRA Series 63FINRA Series 65FINRA fingerprinting