CFP Financial Planner - Flexible Client Advisory

Empower; Austin (TX); Hybrid; USD 85,600 - 120,925; Full time

Benefits offered by this job

Medical, dental, vision and life insurance

401(k) plan with generous company matching

Tuition reimbursement up to $5,250/year

Paid volunteer time – 16 hours per year

Business Resource Groups (BRGs)

Job summary

A financial services company based in Austin, TX is seeking a motivated Financial Planner to deliver personalized financial plans and guidance. The role involves leading client conversations, providing actionable investment strategies, and ensuring seamless transaction implementations. A Bachelor's degree, CFP certification, and FINRA registrations are required, alongside strong communication skills. This position offers benefits such as medical insurance and a 401(k) plan with matching contributions, in a supportive and inclusive work environment.

Qualifications

• Minimum 3 years of experience in financial services or the 401(k) industry.
• At least 2 years of direct financial planning experience.
• Proven ability to analyze and communicate a client’s complete financial picture.

Responsibilities

• Deliver comprehensive financial plans for participants.
• Lead proactive conversations to uncover client goals.
• Provide education on investment strategies and retirement planning.

Skills

Consultative selling skills

Exceptional communication

Organizational skills

Presentation skills

Self-motivated

Proactive approach

Education

Bachelor’s degree or equivalent

MBA preferred

Certified Financial Planner® (CFP®)

FINRA Series 7, 63, and 65 registrations

Tools

Salesforce

Financial planning software

Job description

A financial services company based in Austin, TX is seeking a motivated Financial Planner to deliver personalized financial plans and guidance. The role involves leading client conversations, providing actionable investment strategies, and ensuring seamless transaction implementations. A Bachelor's degree, CFP certification, and FINRA registrations are required, alongside strong communication skills. This position offers benefits such as medical insurance and a 401(k) plan with matching contributions, in a supportive and inclusive work environment.