Financial Planner

Empower • Overland Park, KS

8d • $87,400 - $123,400 • Remote

About The Position

As a Financial Planner within Empower’s dedicated services model, provide comprehensive financial wellness and retirement planning for large to mega-sized institutional clients. Guide participants through all phases of their financial lives by delivering tailored advice and solutions aligned with their long-term goals. The role emphasizes participant engagement, relationship building, and expert consultations.

Develop and present personalized financial plans and recommendations; provide education on retirement planning, investments, savings, rollovers, HSAs, distributions, managed accounts, and financial wellness. Serve as an Investment Adviser Representative of Advised Assets Group, reviewing portfolios and making recommendations through Empower’s managed account services. Build long-term relationships and coordinate follow-up to support implementation of participants’ financial decisions.

The position is remote. Remote employees must have reliable high-speed wired internet (fiber, cable, or DSL) and a suitable home workspace with limited disruption. Necessary computer equipment will be provided; office work may be required if the home workspace or internet connection is inadequate.

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 is required.
• At least three years of experience in financial services or the 401(k)/defined contribution retirement plan industry.
• At least 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 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 U.S. employer; visa sponsorship, including CPT/OPT sponsorship, is unavailable.
• For remote work, reliable high-speed wired internet through fiber, cable, or DSL and a suitable home workspace with limited disruption are required.

Nice To Haves

• Master of Business Administration (MBA).
• Experience conducting personalized financial planning consultations and establishing trusted, 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 while maintaining accuracy and attention to detail.
• Experience meeting financial services business objectives through needs-based recommendations and multiple financial product solutions.
• Proficiency with Salesforce or comparable CRM systems and financial planning software.
• Experience in digital, paperless, cloud-based, or remote financial services environments.
• Commitment to participant financial education, retirement readiness, and personalized financial wellness solutions.

Responsibilities

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

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off upon hire, ten paid company holidays, and three floating holidays each calendar year.
• Paid volunteer time of 16 hours per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all employees.
• Business-casual environment with the option to wear jeans.
• Non-sales positions may participate in a bonus program.

What This Job Offers

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