Job Description

Financial Planner (Workplace/Retirement Plan) - New York area at Empower summary:

The Financial Planner provides comprehensive certified financial plans and retirement solutions for Empower Workplace/Retirement Plan clients, primarily in the New York area. This role involves personalized consultations, portfolio reviews, and financial wellness education to help clients achieve their financial goals. The position requires strong client relationship management, financial planning expertise, and regulatory licensing to support Empower's managed account services.

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 develops and delivers comprehensive financial plans for Empower Workplace/Retirement Plan clients. 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 Retirement clients. In this role, you will provide guidance, advice, professional account management (MTR), financial wellness, and financial planning.

While this position will work remotely supporting our Empower clients nationally, we have a strong preference for applicants in the New York area, who are willing to travel to client locations on occasion.

What You Will Do:

• Develops and delivers comprehensive certified financial plans to participants as part of dedicated services team model for Large and mega customers
• Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions.
• Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable.
• Develops, maintains and fosters positive/enhanced working relationships with participants.
• Obtains knowledge of the customer's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps
• Review client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower’s managed account service
• Provides financial wellness and planning to a target group of Empower customers
• Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions
• Initiates proactive outreach via phone calls, emails, or other channels to inform customers comprehensive financial planning is available
• Administrative duties: Documents calls using technological tools such as Salesforce. Uses organizational skills to track core customer needs
• Participates in training sessions and staff meetings, and sharing new knowledge with teammates
• Provides education and point in time advice on topics to help a retirement plan participant become best prepared for retirement, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer’s needs
• Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution
• Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition

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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 and life insurance licensing required within corporate-established timelines
• 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

What Will Set You Apart

• Exceptional at delivering effective client consultations – always composed and professional
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc)
• Proven application of all aspects of a client’s financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning
• Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills.
• Quickly establish trust and builds long-term client relationships.
• Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients
• Eagerness to proactively outreach retail clients to engage and schedule financial planning meetings
• Comprehensive PC skills including the ability to quickly learn Empower's software and systems

#pjpw

***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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$85,600.00 - $120,925.00

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:

06-14-2025

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Workplace Flexibility: Hybrid

Keywords:

financial planning, retirement planning, investment advisory, financial wellness, client consultations, portfolio management, 401(k) plans, financial advisor, comprehensive financial plans, managed accounts

Job Tags

Holiday work, Full time, Temporary work, Work experience placement, Casual work, Local area, Remote job, Work visa, Flexible hours,

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