Financial Planner

🔥 21 hours ago

🇺🇸 United States – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• 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.