Financial Planner
About the role
Empower is dedicated to helping our clients achieve financial freedom. This role focuses on developing and delivering comprehensive financial plans for Empower Retail clients.
Responsibilities
- 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
Requirements
- 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)
Qualifications
- 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; analyzing and presenting guidance to clients
- Comprehensive PC skills including the ability to quickly learn Empower's software and systems
Skills
- Financial Planning Software (MoneyGuidePro, eMoney, Naviplan, etc)
Benefits
- Medical, dental, vision and life insurance
- Roth IRA account with company match
- 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.
Pay
Base Salary Range: $87,400.00 - $123,400.00
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.
Schedule
We offer a flexible work schedule to accommodate your needs.
What We Offer You
- Drug-free workplace
- Equal opportunity employer
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