Senior Financial Planner — Actionable Retirement & Investment Guidance

Empower; Austin (TX); On-site; USD 87,400 - 123,400; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Job summary

A leading financial services company in Austin, TX is seeking an experienced Financial Planner to deliver comprehensive financial plans and engage clients across various segments. The ideal candidate will have a Bachelor's degree, FINRA registrations, and experience in financial services, particularly in financial planning. This full-time mid-senior level position offers competitive benefits and emphasizes a consultative, client-focused approach.

Qualifications

• 3+ years of experience in financial services or the 401(k) industry.
• FINRA Series 7, 63, and 65 registrations required.
• At least 2 years of direct financial planning experience.

Responsibilities

• Deliver comprehensive financial plans that drive measurable outcomes.
• Lead needs-based conversations to uncover client goals.
• Provide education on investment allocations and retirement income planning.
• Act as an Investment Adviser Representative.
• Document interactions accurately using Salesforce.
• Deliver a high-touch service experience supporting clients.

Skills

Financial planning

Consultative selling

Communication skills

Organization

Presentation skills

Salesforce

Education

Bachelor's degree

MBA

Tools

CRM systems

Financial planning software

Job description

A leading financial services company in Austin, TX is seeking an experienced Financial Planner to deliver comprehensive financial plans and engage clients across various segments. The ideal candidate will have a Bachelor's degree, FINRA registrations, and experience in financial services, particularly in financial planning. This full-time mid-senior level position offers competitive benefits and emphasizes a consultative, client-focused approach.