A remote role at Empower.
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Original listing text, shown exactly as published by the company.
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Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model
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Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives
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Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning
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Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform
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Apply the CONSULT model to build trust and guide participants toward clear financial decisions
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Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation
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Document interactions accurately and efficiently using Salesforce and other internal systems
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Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers
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Deliver a high-touch, ongoing service experience that supports clients before and after retirement
What you will bring
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Certified Financial Planner® (CFP®) designation required
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FINRA Series 7, 63, and 65 registrations required
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FINRA fingerprinting required
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Minimum 3 years of experience in financial services or the 401(k) industry
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At least 2 years of direct financial planning experience
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Proven ability to analyze and communicate a client’s complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations
What will set you apart
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A results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goals
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Strong consultative selling skills with the ability to match client needs to Empower’s suite of solutions
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Exceptional communication, organization, and presentation skills that build confidence and trust
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Self-motivated and proactive approach to identifying opportunities and following through on commitments
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Proven track record of achieving multi-product sales goals within a client-focused environment
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Comfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environment
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Ability to collaborate effectively within a high-performing, team-based service model
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Commitment to Empower’s purpose of guiding participants toward long-term financial confidence
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***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, including CPT/OPT.***
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Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
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