Financial Planner
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Job Description
Financial Planner providing comprehensive financial guidance to clients within Empower’s services model. Engaging with clients across Large to Mega plan segments to achieve meaningful financial outcomes.
Responsibilities:
- Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model
- Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives
- Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning
- Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform
- Document interactions accurately and efficiently using Salesforce and other internal systems
Requirements:
- Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred)
- Certified Financial Planner® (CFP®) designation required
- FINRA Series 7, 63, and 65 registrations required
- Minimum 3 years of experience in financial services or the 401(k) industry
- At least 2 years of direct financial planning experience
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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)
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