Financial Planner
$87,400.00 - $123,400.00
Apply now (opens in a new tab)Financial Planner
L5
$87,400.00 - $123,400.00
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsRetail SalespersonsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAll Other General Merchandise Retailers- Develop and deliver comprehensive financial plans for retirement plan participants within Empower's dedicated services model, supporting large and mega-sized institutional clients
- Conduct personalized, needs-based financial planning consultations to assess participants' financial goals, investment objectives, retirement readiness, and long-term planning needs
- Provide education and guidance on retirement planning, investment allocation, savings strategies, rollovers, health savings accounts (HSAs), distribution options, managed accounts, and financial wellness
- Serve as an Investment Adviser Representative of Advised Assets Group, reviewing participant investment portfolios and providing recommendations through Empower's managed account services
- Educate participants on Empower's My Total Retirement and other managed account solutions, facilitating enrollment when appropriate
- Apply Empower's CONSULT model to identify participant needs, recommend suitable financial solutions, and deliver personalized financial planning experiences
- Develop and maintain long-term participant relationships through ongoing financial guidance and service before and after retirement
- Coordinate proactive follow-up with participants and current or former financial service providers to support implementation of financial decisions
- Maintain accurate and timely records of participant consultations, recommendations, and follow-up activities using Salesforce and internal systems
- Collaborate with dedicated services team members, participate in training and staff meetings, and share financial planning knowledge and best practices
- Support applicable service and business objectives through needs-based consultations and appropriate financial product and service recommendations
- What You Will Bring
- Bachelor's degree or an equivalent combination of education and relevant professional experience
- Certified Financial Planner (CFP) certification
- Active FINRA Series 7, 63, and 65 registrationsFINRA Fingerprinting required
- Minimum of three years of experience in financial services or the 401(k)/defined contribution retirement plan industry
- Minimum of two years of direct financial planning experience
- Demonstrated ability to evaluate comprehensive financial planning needs, including investments, retirement planning, insurance, tax planning considerations, education savings, and estate planning
- Ability to develop and present personalized financial planning recommendations based on participant needs, financial objectives, and investment portfolios
- Knowledge of retirement savings products, managed accounts, asset allocation, and retirement income planning
- What Will Set You ApartMaster of Business Administration (MBA)
- Experience conducting personalized financial planning consultations and establishing trusted, long-term client relationships
- Strong written and verbal communication, presentation, active listening, and organizational skills
- Ability to manage multiple participant priorities and time-sensitive activities while maintaining accuracy and attention to detail
- Experience meeting financial services business objectives through needs-based recommendations and multiple financial product solutions
- Proficiency with Salesforce or comparable customer relationship management (CRM) systems and financial planning software
- Experience working in digital, paperless, cloud-based, or remote financial services environments
Level
SeniorL5
Salary
$87,400.00 - $123,400.00
Location
Chandler, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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