Remote Financial Planner – Retirement & Wellness Guidance

Empower; United States; Remote; USD 87,000 - 123,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

Parental leave

BRGs

Job summary

Empower is hiring a Financial Planner to deliver comprehensive retirement and financial wellness planning for large institutional clients. You will engage participants, tailor advice, and guide them through education on investments and distributions.

Role emphasizes relationship building, proactive follow-up, and adherence to Empower’s CONSULT model. Requires CFP, FINRA licenses, and 2+ years direct planning experience. Remote-friendly with strong collaboration across teams.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant professional experience.
• CFP certification required.
• Active FINRA registrations 7, 63, 65 and fingerprinting.
• 3+ years in financial services or 401(k)/defined contribution industry.
• 2+ years direct financial planning experience.
• Ability to evaluate comprehensive financial planning needs.
• Knowledge of retirement products, asset allocation and planning.

Responsibilities

• Develop and deliver comprehensive financial plans for retirement participants.
• Conduct personalized consultations to assess goals and retirement readiness.
• Educate on retirement planning, investments, HSAs, rollovers, and distributions.
• Review portfolios as Investment Adviser Representative.
• Educate on Empower solutions and facilitate enrollment when appropriate.
• Apply CONSULT model to identify needs and tailor solutions.
• Maintain long-term relationships with participants through ongoing guidance.
• Coordinate follow-up with participants and other providers.
• Maintain records in Salesforce and internal systems.
• Collaborate with services team and share best practices.

Education

Bachelor’s degree or equivalent

CFP certification

Active FINRA Series 7, 63, and 65 registrations

FINRA Fingerprinting required

Minimum of three years in financial services or 401(k) industry

Minimum of two years of direct financial planning experience

Ability to develop personalized financial planning recommendations

Knowledge of retirement savings products and asset allocation

Tools

Salesforce

CRM systems

Financial planning software

Job description

Empower is hiring a Financial Planner to deliver comprehensive retirement and financial wellness planning for large institutional clients. You will engage participants, tailor advice, and guide them through education on investments and distributions.

Role emphasizes relationship building, proactive follow-up, and adherence to Empower’s CONSULT model. Requires CFP, FINRA licenses, and 2+ years direct planning experience. Remote-friendly with strong collaboration across teams.