Remote Financial Planner – Retirement & Wealth Guidance

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

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company match and advisory

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Empower is seeking a Financial Planner to deliver comprehensive retirement planning and financial wellness for large institutional clients. You will engage participants, tailor recommendations, and guide them through all phases of their financial life with a focus on long-term goals.

The role emphasizes relationship building, expert consultations, and education on retirement strategies. A CFP and FINRA registrations are required, with remote/hybrid flexibility in a Large to Mega client services

Qualifications

• Bachelor's degree or equivalent required.
• CFP certification required.
• 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.
• Ability to evaluate comprehensive financial planning needs including investments, retirement planning, insurance, tax planning, education savings, and estate planning.

Responsibilities

• Develop and deliver comprehensive financial plans for retirement plan participants within Empower's dedicated services model for large clients.
• Conduct needs-based financial planning consultations to assess goals, objectives, and retirement readiness.
• Provide guidance on retirement planning, investments, savings strategies, rollovers, HSAs, distribution options, managed accounts, and financial wellness.

Skills

Client engagement

Relationship building

Communication skills

Presentation skills

Time management

Education

Bachelor's degree or equivalent

Tools

Salesforce

Financial planning software

Job description

Empower is seeking a Financial Planner to deliver comprehensive retirement planning and financial wellness for large institutional clients. You will engage participants, tailor recommendations, and guide them through all phases of their financial life with a focus on long-term goals.

The role emphasizes relationship building, expert consultations, and education on retirement strategies. A CFP and FINRA registrations are required, with remote/hybrid flexibility in a Large to Mega client services