Financial 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.

• →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

• →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

• 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

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***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.***