Financial Planner

Empower • Overland Park, KS

3d • $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 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
• Demonstrated 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

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 customer relationship management (CRM) systems and financial planning software
• Experience working 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 within Empower's dedicated services model, supporting large and mega-sized institutional clients
• Conduct personalized, needs-based financial planning consultations to 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, health savings accounts (HSAs), distribution options, managed accounts, and financial wellness
• Serve as an Investment Adviser Representative of Advised Assets Group, reviewing participant investment portfolios and providing recommendations through Empower's managed account services
• Educate participants on Empower's My Total Retirement and other managed account solutions, facilitating enrollment when appropriate
• Apply Empower's CONSULT model to identify participant needs, recommend suitable financial solutions, and deliver personalized financial planning experiences
• Develop and maintain long-term participant relationships through ongoing financial 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 participant consultations, recommendations, and follow-up activities using 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 applicable service and business objectives through needs-based consultations and appropriate financial product and service recommendations

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