Financial Planner

Empower

Financial Planner providing comprehensive financial guidance to clients within Empower’s services model. Engaging with clients across Large to Mega plan segments to achieve meaningful financial outcomes.

Posted 6/18/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $87,400 - $123,400 per yearWebsite

About the role

Key responsibilities & impact

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
Document interactions accurately and efficiently using Salesforce and other internal systems

Requirements

What you’ll need

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
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment recommendationsmanaged accountsretirement income planninginvestment allocationssavings strategiesrolloversHSAs

Soft Skills

proactive communicationneeds-based conversationsclient goal identificationactionable guidance

Certifications

Certified Financial Planner® (CFP®)FINRA Series 7FINRA Series 63FINRA Series 65