Senior Financial Strategist

At Empower, we believe that transforming financial lives begins with empowering our people to transform their own. Our flexible work environment and supportive career paths encourage internal mobility and celebrate individual growth. We value purpose, well-being, and work-life balance, creating an inclusive environment where our associates contribute thousands of hours to volunteering for meaningful causes.

As a Senior Financial Strategist, you will play a pivotal role in providing benefits optimization reviews and comprehensive financial planning services to high-level executives. Your expertise in financial services, investment strategies, tax planning, estate planning, and risk management will help executives maximize their potential and achieve their long-term financial goals.

Your Key Responsibilities :

Establish and nurture strong, long-lasting relationships with executive clients.

Collaborate with executives to optimize their benefits and provide annual reviews.

Create personalized financial plans that reflect the individual needs and aspirations of the executives you support.

Advise on and implement investment strategies tailored to the clients' risk tolerance and objectives.

Stay abreast of market trends, economic factors, and regulatory changes affecting investments.

Offer insights on tax-efficient investment strategies and coordinate with other professionals as necessary.

Conduct in-depth risk assessments and develop effective risk management strategies.

Mentor and inspire your team, fostering a collaborative and high-achieving environment.

What You Will Bring :

A Bachelor’s degree in Finance, Economics, Business Administration, or a related field; an MBA is preferred.

Mandatory Certified Financial Planner (CFP) designation.

Required licenses : FINRA Series 7, NASAA Series 63 and 65, and life insurance.

A minimum of 10 years of experience in financial planning or wealth management, particularly with high-net-worth clients.

Demonstrated success in creating and managing comprehensive financial plans.

In-depth knowledge of investment strategies, tax planning, estate planning, and risk management.

Exceptional analytical and problem-solving abilities.

Outstanding communication skills, capable of clarifying intricate financial concepts.

High integrity, professionalism, and ethical standards.

Proficiency in financial planning software and Microsoft Office Suite.

What Will Differentiate You :

Additional degrees or certifications beyond CFP, such as CPA or CFA.

Extensive background in executive benefits consulting.

Proven leadership within high-performing financial advisory teams.

Established network or client base among high-net-worth individuals or executives.

Applicants must be authorized to work for any employer in the U.S.; we cannot sponsor or assume sponsorship of an employment visa currently.

Our Commitment to You :

We offer a wide range of diverse and inclusive benefits that support our employees’ well-being and work-life balance :

Medical, dental, vision, and life insurance options.

401(k) retirement savings plan with competitive matching contributions.

Tuition reimbursement up to $5,250 per year.

Business-casual work environment, with the option to wear jeans.

Generous paid time off, including a paid time off program, ten paid holidays, and three floating holidays each year.

16 hours of paid volunteer time annually.

Leave of absence programs, including paid parental leave and short- and long-term disability.

Engagement in Business Resource Groups (BRGs) fostering inclusion and collaboration.

Salary Information :

The base salary range for this role is $111,800.00 - $162,125.00. Individual compensation may vary based on geographic location, work experience, education, licensure, and skill level.

We are proud to be an equal opportunity employer, committed to diversity. All individuals are encouraged to apply and will receive consideration for employment without regard to age, race, color, national origin, sex, sexual orientation, gender identity, and any other status protected by law.

For remote or hybrid positions, reliable high-speed internet and a conducive home work environment are required. Necessary computer equipment will be provided by the company.

Job Posting End Date : 11-08-2025