Empower Financial Planner
Get alerts for roles like this
More Empower Financial Planner roles in United States — straight to your inbox. No account needed.
Applying to this role? Tailor your résumé to this job description in one click, then download it clean — no watermark, no subscription.
Job Description
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility.
We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Financial Planner within Empower 's dedicated services model, you will provide comprehensive financial wellness and retirement planning for our Large to Mega client base.
You will play a critical role in guiding participants throughout all phases of their financial life, delivering tailored advice and solutions that meet their long-term goals.
This role emphasizes client engagement, relationship building, and delivering expert consultations aligned with Empower ’s mission of financial empowerment.
What you will do Deliver certified, comprehensive financial plans as part of a dedicated team model for large and mega Empower customers Engage participants in needs-based conversations to understand financial goals and recommend appropriate solutions, including Empower products and services Provide education and guidance on all aspects of retirement readiness: managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, distribution options, and broader financial wellness topics Act as an Investment Adviser Representative for Advised Assets Group, reviewing client portfolios and recommending strategies using Empower ’s managed account services Develop and maintain positive working relationships with participants, leveraging the CONSULT model to personalize each client experience Conduct