Financial Planner

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• 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 Empower's My Total Retirement and other managed account solutions • Facilitate enrollment in managed account solutions when appropriate • Apply Empower's CONSULT model to identify needs and recommend suitable financial solutions • Develop and maintain long-term participant relationships before and after retirement • Coordinate proactive follow-up with participants and current or former financial service providers • Maintain accurate records using Salesforce and internal systems • Collaborate with dedicated services team members, participate in training and staff meetings, and share best practices • Support service and business objectives through needs-based consultations and appropriate product and service recommendations

🎯 Requirements

• 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 • 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 • 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. • Must have reliable high-speed internet with a wired connection and a suitable home workspace • Master of Business Administration (MBA) preferred as a differentiator • Experience with personalized financial planning consultations and long-term client relationships • Strong written and verbal communication, presentation, active listening, and organizational skills • Ability to manage multiple participant priorities and time-sensitive activities accurately • Experience meeting financial services business objectives through needs-based recommendations and financial product solutions • Proficiency with Salesforce or comparable CRM systems and financial planning software • Experience working in digital, paperless, cloud-based, or remote financial services environments

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Reliable high-speed internet and wired connection required for remote work • Necessary computer equipment provided