Remote Financial Planner — Retirement & Wealth Guidance

Empower; Greenwood Village (CO); Remote; USD 87,000 - 123,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Job summary

Empower is seeking a Financial Planner to deliver comprehensive retirement planning for large and mega-sized client base within Empower's dedicated services model. You will guide participants through all phases of their financial life, delivering tailored advice with a focus on engagement and long-term relationships.

You'll educate on retirement planning, investments, and managed accounts, using Empower's CONSULT model to identify needs and deliver personalized experiences, while maintaining

Qualifications

• 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.

Responsibilities

• Develop and deliver comprehensive financial plans for retirement plan participants within Empower's dedicated services model for large clients.
• Conduct personalized financial planning consultations to assess goals, retirement readiness, and long-term needs.
• Provide education on retirement planning, investments, savings strategies, rollovers, HSAs, and distribution options.
• Review participant portfolios and provide recommendations through Empower's managed account services.

Skills

Financial planning

Client engagement

Relationship building

Communication skills

Education

Bachelor's degree

Certified Financial Planner (CFP)

FINRA registrations (Series 7, 63, 65)

Tools

Salesforce

Job description

Empower is seeking a Financial Planner to deliver comprehensive retirement planning for large and mega-sized client base within Empower's dedicated services model. You will guide participants through all phases of their financial life, delivering tailored advice with a focus on engagement and long-term relationships.

You'll educate on retirement planning, investments, and managed accounts, using Empower's CONSULT model to identify needs and deliver personalized experiences, while maintaining