Financial Planner

Empower Retirement, LLC; Overland Park (KS); Remote; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Generous paid time off

Volunteer time off

Parental leave

BRGs

Job summary

Empower Retirement, LLC in Overland Park, KS seeks a Financial Planner to deliver comprehensive retirement planning for large institutional clients and provide tailored advisory services. You will guide participants through goals, investments, and retirement readiness, leveraging Empower's solutions and a consultative planning approach.

The role emphasizes client engagement, education on retirement strategies, and ongoing financial wellness in a remote-friendly, service-driven environment.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant professional experience.
• Certified Financial Planner (CFP) certification is required.
• Active FINRA Series 7, 63, and 65 registrations with FINRA background check.

Responsibilities

• Develop comprehensive financial plans for retirement participants in institutional settings.
• Conduct personalized, needs-based financial planning consultations to assess goals and retirement readiness.
• Provide guidance on retirement planning, investments, rollovers, HSAs, distributions, and managed accounts.
• Review portfolios as an Investment Adviser Representative of Advised Assets Group within Empower's model.
• Educate participants on Empower's My Total Retirement and managed account solutions.
• Apply Empower's CONSULT model to identify needs and tailor solutions.
• Maintain long-term relationships through ongoing guidance and service.
• Coordinate follow-ups with participants and other financial service providers.

Skills

Client engagement

Needs-based planning

Financial planning

Salesforce CRM

Education

Bachelor's degree or equivalent

CFP certification

FINRA Series 7/63/65 registrations

Tools

Salesforce CRM

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, 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. As a Financial Planner within Empower's dedicated services model, you will provide comprehensive financial wellness and retirement planning for our Large to Mega client base. You will play a critical role in guiding participants throughout all phases of their financial life, delivering tailored advice and solutions that meet their long-term goals. This role emphasizes client engagement, relationship building, and delivering expert consultations aligned with Empower’s mission of financial empowerment.

What You Will Do

• Develop and deliver comprehensive financial plans for retirement plan participants within Empower's dedicated services model, supporting large and mega-sized institutional clients
• Conduct personalized, needs-based financial planning consultations to assess participants' financial goals, investment objectives, retirement readiness, and long-term planning needs
• Provide education and guidance on retirement planning, investment allocation, savings strategies, rollovers, health savings accounts (HSAs), distribution options, managed accounts, and financial wellness
• Serve as an Investment Adviser Representative of Advised Assets Group, reviewing participant investment portfolios and providing recommendations through Empower's managed account services
• Educate participants on Empower's My Total Retirement and other managed account solutions, facilitating enrollment when appropriate
• Apply Empower's CONSULT model to identify participant needs, recommend suitable financial solutions, and deliver personalized financial planning experiences
• Develop and maintain long-term participant relationships through ongoing financial guidance and service before and after retirement
• Coordinate proactive follow-up with participants and current or former financial service providers to support implementation of financial decisions
• Maintain accurate and timely records of participant consultations, recommendations, and follow-up activities using Salesforce and internal systems
• Collaborate with dedicated services team members, participate in training and staff meetings, and share financial planning knowledge and best practices
• Support applicable service and business objectives through needs-based consultations and appropriate financial product and service recommendations

What You Will Bring

• Bachelor's degree or an equivalent combination of education and relevant professional experience
• Certified Financial Planner (CFP) certification
• Active FINRA Series 7, 63, and 65 registrations
• FINRA Fingerprinting required
• Minimum of three years of experience in financial services or the 401(k)/defined contribution retirement plan industry
• Minimum of two years of direct financial planning experience
• Demonstrated ability to evaluate comprehensive financial planning needs, including investments, retirement planning, insurance, tax planning considerations, education savings, and estate planning
• Ability to develop and present personalized financial planning recommendations based on participant needs, financial objectives, and investment portfolios
• Knowledge of retirement savings products, managed accounts, asset allocation, and retirement income planning

What Will Set You Apart

• Master of Business Administration (MBA)
• Experience conducting personalized financial planning consultations and establishing trusted, long-term client relationships
• Strong written and verbal communication, presentation, active listening, and organizational skills
• Ability to manage multiple participant priorities and time-sensitive activities while maintaining accuracy and attention to detail
• Experience meeting financial services business objectives through needs-based recommendations and multiple financial product solutions
• Proficiency with Salesforce or comparable customer relationship management (CRM) systems and financial planning software
• Experience working in digital, paperless, cloud-based, or remote financial services environments
• Commitment to participant financial education, retirement readiness, and personalized financial wellness solutions

#LI-Remote #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

• 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 $87,400.00 - $123,400.00

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.