Certified Financial Planner

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This range is provided by Empower. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$87,400.00/yr - $/yr

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As a Financial Planner within Empower’s dedicated services model, you will go beyond planning to help participants take action and achieve meaningful financial outcomes. You’ll engage clients across Empower’s Large to Mega plan segment, providing in-depth financial guidance and positioning Empower’s solutions to help them reach their goals. This role combines expertise with a proactive, consultative mindset—driving results through education, relationship building, and personalized financial strategies that reflect Empower’s mission of improving financial wellness for all.

• 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
• Apply the CONSULT model to build trust and guide participants toward clear financial decisions
• Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation
• Document interactions accurately and efficiently using Salesforce and other internal systems
• Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers
• Deliver a high-touch, ongoing service experience that supports clients before and after retirement

• Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred)
• 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 What will set you apart
  • A results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goals
  • Strong consultative selling skills with the ability to match client needs to Empower’s suite of solutions
  • Exceptional communication, organization, and presentation skills that build confidence and trust
  • Self-motivated and proactive approach to identifying opportunities and following through on commitments
  • Proven track record of achieving multi-product sales goals within a client-focused environment
  • Comfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environment
  • Ability to collaborate effectively within a high-performing, team-based service model
  • Commitment to Empower’s purpose of guiding participants toward long-term financial confidence
  Seniority level

  Mid-Senior level

  Employment type

  Full-time

  Job function

  Finance and Sales

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  Benefits
  • Medical insurance
  • Vision insurance
  • 401(k)
  • Paid maternity leave
  • Paid paternity leave
  • Tuition assistance

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