Financial Planner (Retail) Position Available In Orange, Florida

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Financial Planner develops and delivers comprehensive financial plans for Empower retail clients. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial planning needs of our Empower Personal Wealth clients.

This position is not tied to a location, and will work remotely supporting our Empower Personal Wealth clients nationally.

What You Will Do:

Develops and delivers comprehensive financial plans to retail customersEngage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutionsDiscuss all phases of comprehensive financial planning and offer Empower products and services where applicableObtains knowledge of the customer’s financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next stepsReview client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower’s managed account serviceInitiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisionInitiates proactive outreach via phone calls, emails, or other channels to inform customers comprehensive financial planning is availableInitiates proactive outreach via phone calls, emails, or other channels to inform customers comprehensive financial planning is availableAdministrative duties: Documents calls using technological tools such as SalesforceUses organizational skills to track core customer needsParticipates in training sessions and staff meetings, and sharing new knowledge with teammatesProvides education and point in time advice on topics to help Empower Personal Wealth clients become best prepared to achieve financial goals, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer’s needsEducates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solutionBuild and solidify client relationships pre

• and post-retirement through a distinctive experience that leverages the unique value propositionWhat You Will BringBachelor’s degree or an equivalent combination of education and professional work experience.

MBA preferredCFP requiredFINRA Series 7, 63, 65 registrations and life insurance licensing required within corporate-established timelinesFINRA fingerprinting required3+ years’ experience in financial services or 401k industry2 years minimum financial planning experience requiredDemonstrated ability to create and present comprehensive financial plans one-on-one with clientsWhat Will Set You ApartExceptional at delivering effective client consultations

• always composed and professionalCustomer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutionsExperience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc)Proven application of all aspects of a client’s financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planningExcellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills.

Quickly establish trust and builds long-term client relationships.

Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clientsEagerness to proactively outreach retail clients to engage and schedule financial planning meetingsComprehensive PC skills including the ability to quickly learn Empower’s software and systems#pjpw

• 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.
• What we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career.

We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insuranceRetirement savings

• 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire
• including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time
• 16 hours per calendar yearLeave of absence programs
• including paid parental leave, paid short
• and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs)
• internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.

BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range$85,600.00

• $120,925.

00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

• Drug-free workplaceWe are an equal opportunity employer with a commitment to diversity.

All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

• For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.

You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

• Job Posting End Date at 12:01 am on:06-14-2025Want the latest money news and views shaping how we live, work and play?

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Workplace Flexibility:

Remote

• NationwidePDN-9f090b02-f85b-432a-8093-17ce76acfa7c