Empower · 3 weeks ago
Certified Financial Planner
Austin, Texas Metropolitan Area
Full-time
Hybrid
Mid Level
$87K/yr - $123K/yr
3+ years expEmpower is a company focused on improving financial wellness, and they are seeking a Financial Planner to engage clients and provide comprehensive financial guidance. This role involves delivering financial plans, leading client conversations, and offering tailored investment recommendations to support clients in achieving their financial goals.
Employee BenefitsNon ProfitSocial
Hiring Manager
Troy Dreiling, PHR
Responsibilities
Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model
Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives
Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning
Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform
Apply the CONSULT model to build trust and guide participants toward clear financial decisions
Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation
Document interactions accurately and efficiently using Salesforce and other internal systems
Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers
Deliver a high-touch, ongoing service experience that supports clients before and after retirement
Qualification
Required
Bachelor's degree or equivalent combination of education and professional experience (MBA preferred)
Certified Financial Planner® (CFP®) designation required
FINRA Series 7, 63, and 65 registrations required
FINRA fingerprinting required
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience
Proven ability to analyze and communicate a client's complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations
Preferred
A results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goals
Strong consultative selling skills with the ability to match client needs to Empower's suite of solutions
Exceptional communication, organization, and presentation skills that build confidence and trust
Self-motivated and proactive approach to identifying opportunities and following through on commitments
Proven track record of achieving multi-product sales goals within a client-focused environment
Comfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environment
Ability to collaborate effectively within a high-performing, team-based service model
Commitment to Empower's purpose of guiding participants toward long-term financial confidence
Company
Empower
EMPower is a non-governmental agency for social well being.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
KC Waldron
Chief Compliance Officer
Roger Hobby
EVP
Recent News
2025-10-27
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2025-09-28
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