Remote Financial Planner

At Empower, we believe that transforming financial lives starts with giving our employees the freedom to create their own success. We offer a flexible work environment, fluid career paths, and prioritize a culture of internal mobility. Our commitment to purpose, well-being, and work-life balance is reflected in our welcoming and inclusive environment. Our associates contribute thousands of hours volunteering for the causes they care about.

Join us as a Financial Planner and help clients achieve financial freedom while charting your own career path. In this role, you will provide in-depth financial guidance and empower participants to take actionable steps toward their goals. You will engage with clients across Empower's Large to Mega plan segment and tailor strategies that reflect our mission of improving financial wellness for all.

This position will work with employees of a major employer in the Austin, TX metropolitan area, with necessary travel to client sites.

Key Responsibilities :

Deliver comprehensive financial plans that lead to measurable outcomes for participants.

Engage in proactive discussions to uncover client goals and recommend appropriate Empower products and services.

Provide education and advice on managed accounts, rollovers, investment allocations, savings strategies, HSAs, and retirement income planning.

Act as an Investment Adviser Representative for Empower Advisory Group, providing tailored investment recommendations.

Utilize the CONSULT model to build trust and guide clients to make clear financial decisions.

Facilitate client-directed transactions through outreach to current and former providers, ensuring seamless implementation.

Document client interactions efficiently using Salesforce and other internal platforms.

Foster a learning culture by sharing insights and success stories with peers.

Provide ongoing high-touch service to support clients before and after retirement.

Qualifications :

Bachelor's degree or equivalent experience (MBA preferred).

Certified Financial Planner (CFP) designation required.

FINRA Series 7, 63, and 65 registrations required.

Minimum 3 years experience in financial services or the 401(k) industry.

At least 2 years of direct financial planning experience.

Strong ability to analyze and communicate a client's financial situation across various areas including investments and estate planning.

What Makes You Stand Out :

A results-driven approach with a passion for helping clients achieve their financial objectives.

Strong consultative selling skills to align client needs with Empower's solutions.

Excellent communication and organization skills that foster trust with clients.

Proactive and self-motivated with a track record of following through on commitments.

Experience in achieving multi-product sales goals focused on client satisfaction.

Comfortable with digital tools, CRM systems (Salesforce), and financial planning software in a paperless environment.

Ability to collaborate effectively within a team-oriented service structure.

Commitment to guiding participants toward long-term financial confidence.

All applicants must be authorized to work in the U.S. We are unable to sponsor employment visas at this time.

What We Offer You :

Comprehensive medical, dental, vision, and life insurance.

401(k) retirement plan with generous matching contributions up to 6%.

Tuition reimbursement up to $5,250 per year.

Business-casual work environment with flexibility to wear jeans.

Generous paid time off plus ten paid company holidays and three floating holidays each year.

Paid volunteer time of 16 hours per year.

Various leave of absence programs including paid parental leave and disability.

Opportunities to participate in Business Resource Groups (BRGs) fostering inclusion and collaboration.

Base Salary Range : $85,600.00 - $120,925.00

Actual compensation offered may vary based on experience, education, and other factors and will be finalized at the time of offer.

Equal opportunity employer and a drug-free workplace. We encourage individuals of all backgrounds to apply.

For remote positions, reliable high-speed internet and a suitable home workspace are required. Necessary equipment will be provided as needed.

Application Deadline : 12 : 01 am on 10-25-2025

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