Financial Planner

This is a fully remote position, open to applicants in United States.

📋 Description

• Create and implement detailed financial plans for retirement plan participants within Empower's specialized services model.

• Carry out customized, needs-based financial planning consultations.

• Evaluate participants' financial aspirations, investment goals, retirement readiness, and long-term planning requirements.

• Offer education and advice on retirement planning, investment allocation, savings strategies, rollovers, HSAs, distribution options, managed accounts, and overall financial wellness.

• Act as an Investment Adviser Representative for Advised Assets Group.

• Analyze participant investment portfolios and provide recommendations via managed account services.

• Educate participants regarding Empower's My Total Retirement and other managed account offerings.

• Assist in enrolling participants into managed account solutions when appropriate.

• Utilize Empower's CONSULT model to assess needs and suggest appropriate financial solutions.

• Cultivate and sustain long-lasting relationships with participants before and after retirement.

• Ensure proactive follow-up with participants and current or previous financial service providers.

• Keep precise records using Salesforce and internal systems.

• Collaborate with team members in dedicated services, participate in training and staff meetings, and share best practices.

• Promote service and business objectives through needs-based consultations and suitable product and service recommendations.

⛳️ Requirements

• A Bachelor's degree or an equivalent blend of education and relevant professional experience.

• Certified Financial Planner (CFP) certification is required.

• Active FINRA Series 7, 63, and 65 registrations are necessary.

• FINRA Fingerprinting is mandatory.

• At least three years of experience in financial services or the 401(k)/defined contribution retirement plan sector.

• A minimum of two years of direct experience in financial planning.

• Capability to assess comprehensive financial planning needs, including investments, retirement planning, insurance, tax planning considerations, education savings, and estate planning.

• Proficient in developing and delivering personalized financial planning recommendations.

• Familiarity with retirement savings products, managed accounts, asset allocation, and retirement income planning.

• Applicants must be authorized to work for any employer in the U.S.

• Reliable high-speed internet with a wired connection and a suitable home workspace is required.

• A Master of Business Administration (MBA) is preferred as an added advantage.

• Experience in providing personalized financial planning consultations and establishing long-term client relationships.

• Strong skills in written and verbal communication, presentation, active listening, and organization.

• Ability to effectively manage multiple participant priorities and time-sensitive tasks with accuracy.

• Proven experience in achieving financial services business objectives through needs-based recommendations and financial product solutions.

• Proficiency in Salesforce or similar CRM systems and financial planning software.

• Background in digital, paperless, cloud-based, or remote financial services environments.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan with generous company matching contributions (up to 6%).

• Access to financial advisory services.

• Potential for company discretionary contributions.

• A diverse investment lineup.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment with the option to wear jeans.

• Generous paid time off upon hire.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA) protections.

• Participation in Business Resource Groups (BRGs).

• Flexible working environment.

• Reliable high-speed internet and wired connection required for remote work.

• Necessary computer equipment will be provided.