Financial Planner

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – 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 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

• 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

• 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)