Financial Planner

Empower

. Develop and deliver comprehensive financial plans for retirement plan participants within Empower's dedicated services model .

Posted 10/12/2026full-timeRemote • United StatesMid-LevelSenior💰 $87,400 - $123,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing comprehensive financial plans, conducting personalized financial consultations, and maintaining long-term participant relationships. Proficient in utilizing Salesforce and financial planning software to support retirement planning and investment strategies.

Highest-signal resume keywords

Certified Financial Planner (CFP)FINRA Series 7 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationFinancial Planning Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningRetirement PlanningInvestment AllocationAsset AllocationTax PlanningEstate PlanningEducation SavingsManaged AccountsFinancial WellnessNeeds-Based Consultations

Soft Skills

Strong Communication SkillsPresentation SkillsActive ListeningOrganizational SkillsTime Management

Tools & Technologies

SalesforceFinancial Planning SoftwareCloud-Based Financial Services

Certifications & Qualifications

Certified Financial Planner (CFP)FINRA Fingerprinting

Industry Keywords

401(k) IndustryDefined Contribution PlansRetirement Income PlanningFinancial ServicesParticipant Engagement

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Develop and deliver comprehensive financial plans for retirement plan participants within Empower's dedicated services model
Conduct personalized, needs-based financial planning consultations
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, HSAs, distribution options, managed accounts, and financial wellness
Serve as an Investment Adviser Representative of Advised Assets Group
Review participant investment portfolios and provide recommendations through managed account services
Educate participants on Empower's My Total Retirement and other managed account solutions
Facilitate enrollment in managed account solutions when appropriate
Apply Empower's CONSULT model to identify needs and recommend suitable financial solutions
Develop and maintain long-term participant relationships before and after retirement
Coordinate proactive follow-up with participants and current or former financial service providers
Maintain accurate records using Salesforce and internal systems
Collaborate with dedicated services team members, participate in training and staff meetings, and share best practices
Support service and business objectives through needs-based consultations and appropriate product and service recommendations

Requirements

What you’ll need

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
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
Knowledge of retirement savings products, managed accounts, asset allocation, and retirement income planning
Applicants must be authorized to work for any employer in the U.S.
Must have reliable high-speed internet with a wired connection and a suitable home workspace
Master of Business Administration (MBA) preferred as a differentiator
Experience with personalized financial planning consultations and 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 accurately
Experience meeting financial services business objectives through needs-based recommendations and financial product solutions
Proficiency with Salesforce or comparable CRM systems and financial planning software
Experience working in digital, paperless, cloud-based, or remote financial services environments

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual 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
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Flexible work environment
Reliable high-speed internet and wired connection required for remote work
Necessary computer equipment provided