Remote Financial Strategist

At Empower, we believe that empowering our team members to transform their financial lives paves the way for them to help others. We offer a flexible work environment with fluid career paths and a culture that celebrates internal mobility. We prioritize purpose, well-being, and work-life balance, fostering a welcoming and inclusive environment. Our associates devote countless hours to volunteering for causes they're passionate about.

Help us in our mission to guide customers toward financial freedom as a Financial Planner. Chart your own career path while enabling clients to achieve meaningful financial outcomes. In this role, you'll engage with clients in Empower's Large to Mega plan segment, providing personalized financial guidance and employing effective strategies to support their goals.

Key Responsibilities :

Create comprehensive financial plans aimed at achieving measurable outcomes for participants.

Initiate proactive, needs-based discussions to uncover client goals and match them with Empower's products and services.

Educate clients on key topics including investment allocations, retirement income planning, and savings strategies.

Function as an Investment Adviser Representative, providing customized investment recommendations through Empower's managed account platform.

Utilize the CONSULT model to build trust and assist participants in making informed financial decisions.

Conduct outreach to manage client-directed transactions effectively.

Document client interactions accurately using Salesforce and internal systems.

Contribute to a culture of learning by sharing insights and success stories with colleagues.

Deliver outstanding ongoing service to clients, helping them both before and after retirement.

Qualifications :

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

Certified Financial Planner (CFP) designation is required.

FINRA Series 7, 63, and 65 registrations are essential.

At least 3 years of experience in financial services or the 401(k) industry, including 2 years in financial planning.

Ability to analyze and communicate a client's overall financial situation, encompassing investment, insurance, tax, education, retirement, and estate planning.

Preferred Skills :

A results-oriented mindset focused on enabling clients to achieve their financial goals.

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

Exceptional communication skills that foster trust and confidence.

Self-motivated, proactive, and driven to seize opportunities.

Proven success in meeting multi-product sales targets in a client-centric environment.

Comfortable using digital tools and CRM systems (Salesforce) in a paperless setting.

Collaborative mindset, thriving in a high-performing team environment.

Commitment to guiding participants toward sustainable financial confidence.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

What We Offer :

Comprehensive medical, dental, vision, and life insurance.

401(k) plan with generous matching contributions and advisory services.

Tuition reimbursement up to $5,250 annually.

Business-casual attire, including jean days.

Generous paid time off with ten paid holidays and three floating holidays.

Paid volunteer time - 16 hours annually.

Programs for leave of absence, including paid parental leave and medical leave.

Participation in Business Resource Groups promoting inclusion across our organization.

Base Salary Range :

$85,600.00 - $120,925.00. The actual compensation may vary based on factors including geographic location, experience, education, and skill level.

Empower is an equal opportunity employer that values diversity and encourages all individuals to apply. We consider all qualified applicants without regard to age, race, color, national origin, sex, sexual orientation, gender, disability, or veteran status.

For remote positions, reliable high-speed internet and a dedicated workspace are required.

Job Posting End Date at 12 : 01 am on : 10-25-2025