Certified Financial Planner

Empower; Austin (TX); On-site; USD 87,400 - 123,400; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Job summary

A leading financial services company in Austin, TX is seeking an experienced Financial Planner to deliver comprehensive financial plans and engage clients across various segments. The ideal candidate will have a Bachelor's degree, FINRA registrations, and experience in financial services, particularly in financial planning. This full-time mid-senior level position offers competitive benefits and emphasizes a consultative, client-focused approach.

Qualifications

• 3+ years of experience in financial services or the 401(k) industry.
• FINRA Series 7, 63, and 65 registrations required.
• At least 2 years of direct financial planning experience.

Responsibilities

• Deliver comprehensive financial plans that drive measurable outcomes.
• Lead needs-based conversations to uncover client goals.
• Provide education on investment allocations and retirement income planning.
• Act as an Investment Adviser Representative.
• Document interactions accurately using Salesforce.
• Deliver a high-touch service experience supporting clients.

Skills

Financial planning

Consultative selling

Communication skills

Organization

Presentation skills

Salesforce

Education

Bachelor's degree

MBA

Tools

CRM systems

Financial planning software

Job description

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This range is provided by Empower. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$87,400.00/yr - $123,400.00/yr

Direct message the job poster from Empower

As a Financial Planner within Empower’s dedicated services model, you will go beyond planning to help participants take action and achieve meaningful financial outcomes. You’ll engage clients across Empower’s Large to Mega plan segment, providing in-depth financial guidance and positioning Empower’s solutions to help them reach their goals. This role combines expertise with a proactive, consultative mindset—driving results through education, relationship building, and personalized financial strategies that reflect Empower’s mission of improving financial wellness for all.

This position will be working with employees of a major employer in the Austin, TX metropolitan area. The selected candidate must be able to travel to client sites as needed.

What you will do

• Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model
• Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives
• Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning
• Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform
• Apply the CONSULT model to build trust and guide participants toward clear financial decisions
• Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation
• Document interactions accurately and efficiently using Salesforce and other internal systems
• Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers
• Deliver a high-touch, ongoing service experience that supports clients before and after retirement

What you will bring

• Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred)
• FINRA Series 7, 63, and 65 registrations required
• Minimum 3 years of experience in financial services or the 401(k) industry
• At least 2 years of direct financial planning experience

  What will set you apart

  • A results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goals
  • Strong consultative selling skills with the ability to match client needs to Empower’s suite of solutions
  • Exceptional communication, organization, and presentation skills that build confidence and trust
  • Self-motivated and proactive approach to identifying opportunities and following through on commitments
  • Proven track record of achieving multi-product sales goals within a client-focused environment
  • Comfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environment
  • Ability to collaborate effectively within a high-performing, team-based service model
  • Commitment to Empower’s purpose of guiding participants toward long-term financial confidence

  Seniority level

  Mid-Senior level

  Employment type

  Full-time

  Job function

  Finance and Sales

  Referrals increase your chances of interviewing at Empower by 2x

  Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)
  • Paid maternity leave
  • Paid paternity leave
  • Tuition assistance

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