Financial Planner

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

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, fluid career paths, and we celebrate internal mobility. We also recognize the importance of purpose, well‑being, and work‑life balance, and we work hard to create a welcoming and inclusive environment.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

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.

Responsibilities

• 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

Qualifications

• Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred)
• Certified Financial Planner® (CFP®) designation required
• FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required
• 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, including investments, insurance, tax strategy, education planning, retirement, and estate considerations

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

Benefits

• 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range: $85,600.00 - $120,925.00

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.