Financial Planner (Workplace/Retirement Plan)

Empower Company S.R.O. • Gilbert, AZ

226d • $85,600 - $120,925 • Remote

About The Position

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Financial Planner develops and delivers comprehensive financial plans for Empower Workplace/Retirement Plan clients. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial planning needs of our Empower Retirement clients. In this role, you will provide guidance, advice, professional account management (MTR), financial wellness, and financial planning. This position is not tied to a location, and will work remotely supporting our Empower clients nationally.

Requirements

• Bachelor's degree or an equivalent combination of education and professional work experience. MBA preferred
• CFP required
• FINRA Series 7, 63, 65 registrations and life insurance licensing required within corporate-established timelines
• FINRA fingerprinting required
• 3+ years' experience in financial services or 401k industry
• 2 years minimum financial planning experience required
• Demonstrated ability to create and present comprehensive financial plans one-on-one with clients

Nice To Haves

• Exceptional at delivering effective client consultations - always composed and professional
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc)
• Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning
• Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills.
• Quickly establish trust and builds long-term client relationships.
• Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients
• Eagerness to proactively outreach retail clients to engage and schedule financial planning meetings
• Comprehensive PC skills including the ability to quickly learn Empower's software and systems

Responsibilities

• Develops and delivers comprehensive certified financial plans to participants as part of dedicated services team model for Large and mega customers
• Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions.
• Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable.
• Develops, maintains and fosters positive/enhanced working relationships with participants.
• Obtains knowledge of the customer's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps
• Review client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower's managed account service
• Provides financial wellness and planning to a target group of Empower customers
• Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions
• Initiates proactive outreach via phone calls, emails, or other channels to inform customers comprehensive financial planning is available
• Documents calls using technological tools such as Salesforce.
• Participates in training sessions and staff meetings, and sharing new knowledge with teammates
• Provides education and point in time advice on topics to help a retirement plan participant become best prepared for retirement
• Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution
• Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition

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) - internal networks that rally around common interest, experiences and identities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Amusement, Gambling, and Recreation Industries
• Education Level: Bachelor's degree