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, 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.
Financial Planner
Location
New York
Posted
14 hours ago
Salary
$87.4K - $123.4K / year
Seniority
Senior
Job Description
Financial Planner
Empower
• Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model • Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives • Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning • Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform • Document interactions accurately and efficiently using Salesforce and other internal systems
Job Requirements
- Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred)
- Certified Financial Planner® (CFP®) designation required
- FINRA Series 7, 63, and 65 registrations required
- Minimum 3 years of experience in financial services or the 401(k) industry
- At least 2 years of direct financial planning experience
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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)
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