Empower Financial Planner

NationwideRemotemid

OtherFinancial Planner

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Quick Summary

Key Responsibilities

managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, distribution options,

Technical Tools

OtherFinancial Planner

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.

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.

Responsibilities

~2 min read

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Deliver certified, comprehensive financial plans as part of a dedicated team model for large and mega Empower customers
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Engage participants in needs-based conversations to understand financial goals and recommend appropriate solutions, including Empower products and services
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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
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Act as an Investment Adviser Representative for Advised Assets Group, reviewing client portfolios and recommending strategies using Empower’s managed account services
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Develop and maintain positive working relationships with participants, leveraging the CONSULT model to personalize each client experience
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Conduct proactive outreach to current and former providers on behalf of participants to implement financial decisions
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Maintain accurate and timely documentation of interactions using Salesforce and other internal systems
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Actively participate in training sessions and staff meetings, sharing knowledge and best practices across the team
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Educate clients about and enroll them into Managed Account solutions when appropriate.
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Support long-term client relationships by delivering a high-touch, distinctive service experience both pre- and post-retirement

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Bachelor’s degree or equivalent combination of education and professional work experience (MBA preferred)
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Certified Financial Planner (CFP) certification required
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FINRA Series 7, 63, and 65 registrations required
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Life insurance license required (must be obtained within corporate-established timelines)
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FINRA fingerprinting required
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Minimum 3 years of experience in financial services or the 401(k) industry
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At least 2 years of direct experience in financial planning
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Demonstrated ability to assess a client’s complete financial picture across investments, insurance, tax planning, education savings, and estate considerations

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

#PJPW

#LI-Remote

***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.***

What We Offer

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We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

✓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.