Financial Planner

Financial Planner – Retail (Remote or Hybrid)

• Understand the client’s personal and financial circumstance.
• Identify and define goals.
• Analyze the client’s current course of action and potential alternative courses.
• Develop and present comprehensive financial plans to retail clients using Money Guide Pro .
• Work with existing retail clients and onboard referrals from Advisors.
• Coordinate and schedule a multi‑meeting process with clients to obtain a 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 a 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.
• Initiate proactive/follow‑up phone calls on behalf of the participant to current or prior providers 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.

• Bachelor’s degree or an equivalent combination of education and professional work experience.
• MBA preferred, CFP required.
• FINRA Series7, 63, 65 registrations required.
• FINRA fingerprinting required.
• 3+ years’ experience in financial services or 401k industry.
• Minimum 2 years financial planning experience.
• Demonstrated ability to create and present comprehensive financial plans one‑on‑one with clients.
• Experience with financial planning software (Money Guide Pro , eMoney, Naviplan, etc.).

• Exceptional at delivering effective client consultations – always composed and professional.
• Superior active listening to elicit information, comprehend customer issues/needs, and recommend 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, and analyze and present guidance to clients.
• Comprehensive PC skills and ability to quickly learn Empower’s software and systems.

• 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 contributions, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per 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) – open to all employees to facilitate inclusion and collaboration.

$87,400.00 – $ (typical minimum to maximum base salary range for this position in the location listed). Non‑sales positions may participate in a bonus program. Sales positions are eligible for sales incentives and a bonus plan, which may result in total compensation that far exceeds base salary.

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.

Remote and hybrid positions require reliable high‑speed internet with a wired connection and a private workspace. Your home office must not be a disruption to your work. Required internet service provider: fiber, cable, or DSL. Company will provide necessary computer equipment. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

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, race, color, national origin, ancestry, sex, sexual orientation, 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.