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.

The Financial Planner - Retail will develop and deliver comprehensive financial plans for Empower Retail clients that are in Brokerage or Premier accounts. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial Planning needs of our Empower Personal Wealth clients.

What You Will Do

• Understanding the Client's Personal and Financial Circumstance

• Identify and Define Goals

• Analyze the Client's Current Course of Action and Potential Alternative Course(s) of Action

• Develop and present comprehensive financial plans to retail clients using MoneyGuidePro

• Work with existing retail clients and onboard referrals from Advisors

• Coordinate & Schedule a multi-meeting process with clients to understand full financial picture and present actionable next steps

• Support Financial Advisor & Planner in creating a first-in-class client experience

• Manage a pipeline of current retail clients

• Communicate effectively with wide demographic of client base

• Showcase and communicate mastery of financial planning topics

• Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable

• Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions

• Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition

What You Will Bring

• Bachelor's degree or an equivalent combination of education and professional work experience. MBA preferred

• CFP required

• FINRA Series 7, 63, 65 registrations required

• FINRA fingerprinting required

• 3+ years’ experience in financial services or 401k industry

• 2 years minimum financial planning experience required

• Demonstrated ability to create and present comprehensive financial plans one-on-one with clients

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

What Will Set You Apart

• Exceptional at delivering effective client consultations – always composed and professional

• Superior active listening to eliciting information, comprehending customer issues/needs, and recommending solutions

• Proven application of all aspects of a client’s financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning

• Quickly establish trust and build long-term client relationships

• Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting guidance to clients

• Comprehensive PC skills including the ability to quickly learn Empower's software and systems

#PJPW2

***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 you

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.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

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Originally posted on Himalayas