Financial Planner

Emploi pas sur LinkedIn

🕒 il y a 17 jours

🇺🇸 États-Unis – Télétravail

💵 $87 400 - $123 400 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 10%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Empower

Site WebLinkedInTous les Emplois

10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

Description

• Develop and deliver comprehensive financial plans for retirement plan participants within Empower's dedicated services model • Conduct personalized, needs-based financial planning consultations • Assess participants' financial goals, investment objectives, retirement readiness, and long-term planning needs • Provide education and guidance on retirement planning, investment allocation, savings strategies, rollovers, HSAs, distribution options, managed accounts, and financial wellness • Serve as an Investment Adviser Representative of Advised Assets Group • Review participant investment portfolios and provide recommendations through managed account services • Educate participants on My Total Retirement and other managed account solutions and facilitate enrollment • Apply Empower’s CONSULT model to identify needs and recommend suitable financial solutions • Develop and maintain long-term participant relationships through ongoing guidance before and after retirement • Coordinate proactive follow-up with participants and current or former financial service providers • Maintain accurate and timely records using Salesforce and internal systems • Collaborate with dedicated services team members, participate in training and staff meetings, and share financial planning knowledge • Support service and business objectives through needs-based consultations and appropriate financial product and service recommendations

🎯 Exigences

• Bachelor's degree or an equivalent combination of education and relevant professional experience • Certified Financial Planner (CFP) certification • Active FINRA Series 7, 63, and 65 registrations • FINRA Fingerprinting required • Minimum of three years of experience in financial services or the 401(k)/defined contribution retirement plan industry • Minimum of two years of direct financial planning experience • Demonstrated ability to evaluate comprehensive financial planning needs, including investments, retirement planning, insurance, tax planning considerations, education savings, and estate planning • Ability to develop and present personalized financial planning recommendations based on participant needs, financial objectives, and investment portfolios • Knowledge of retirement savings products, managed accounts, asset allocation, and retirement income planning • Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT • Reliable high-speed internet with a wired connection and a suitable home workspace • Reliable fiber, cable, or DSL internet connectivity

🏖️ Avantages

• 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), open to all • Flexible work environment • Other necessary computer equipment provided • Non-sales positions have the opportunity to participate in a bonus program

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