Financial Planner

📋 Description

• Comprehend the client's personal and financial situation.

• Identify and articulate client goals.

• Assess the client's current strategies and explore potential alternative strategies.

• Create and deliver detailed financial plans to retail clients utilizing MoneyGuidePro.

• Collaborate with current retail clients and onboard referrals from Advisors.

• Organize and schedule a series of meetings with clients to gain a comprehensive understanding of their financial landscape and present actionable next steps.

• Assist the Financial Advisor & Planner in delivering an exceptional client experience.

• Manage a portfolio of existing retail clients.

• Communicate proficiently with a diverse range of clients.

• Demonstrate expertise in financial planning topics.

• Discuss all aspects of comprehensive financial planning and suggest Empower products and services as appropriate.

• Initiate proactive and follow-up calls on behalf of the participant to current or previous providers to coordinate next steps and implement client decisions.

• Foster and strengthen client relationships both before and after retirement through a unique experience that highlights the distinct value proposition.

⛳️ Requirements

• Bachelor's degree or an equivalent combination of educational background and professional experience.

• MBA is preferred.

• CFP certification is mandatory.

• Required FINRA Series 7, 63, and 65 registrations.

• FINRA fingerprinting is necessary.

• A minimum of 3 years of experience in the financial services or 401(k) industry.

• At least 2 years of financial planning experience is required.

• Proven ability to develop and present comprehensive financial plans in one-on-one settings with clients.

• Familiarity with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc.)

🏝️ Benefits

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

• Retirement savings options including a 401(k) plan with substantial company matching contributions (up to 6%), financial advisory services, a possible company discretionary contribution, and a wide range of investment choices.

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

• A business-casual work environment that allows for jeans.

• Generous paid time off upon hire, which includes a paid time off program, ten paid company holidays, and three floating holidays each year.

• Paid volunteer time, amounting to 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) that promote inclusion and collaboration across our organization and within the communities where we operate. BRGs are accessible to all employees.