Empower Financial Planner

Empower

1d • $87,400 - $123,400 • Remote

About The Position

As a Financial Planner within Empower's dedicated services model, you will provide comprehensive financial wellness and retirement planning for our Large to Mega client base. You will play a critical role in guiding participants throughout all phases of their financial life, delivering tailored advice and solutions that meet their long-term goals. This role emphasizes client engagement, relationship building, and delivering expert consultations aligned with Empower’s mission of financial empowerment.

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
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

• Strong client consultation skills with a professional, composed approach during interactions
• Exceptional communication, organizational, and presentation abilities
• Proactive, detail-oriented self-starter who thrives in a fast-paced, multi-tasking environment
• Proven ability to deliver multi-product sales goals while navigating complex client needs
• Comfort with digital tools and platforms; skilled at working in a paperless, cloud-based, and remote-service environment
• Ability to quickly establish trust and build long-term relationships that drive client success
• Experience using CRM tools like Salesforce and financial planning software
• Strong commitment to financial education and empowering clients to make confident decisions

Responsibilities

• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level