Financial Planner (epw - Retail)

Empowercommunitycare

Base: $87,400.00 - $123,400.00; bonus/equity: sale...
Hybrid
Comprehensive financial plans
Moneyguidepro software
Client consultations
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

Job Summary

  • 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.
  • The Financial Planner - Retail will develop and deliver comprehensive financial plans for Empower Retail clients that are in Brokerage or Premier accounts.
  • We offer an array of diverse and inclusive benefits regardless of where you are in your career.

Matching Summary

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.

Salary

Base: $87,400.00 - $123,400.00; Bonus/Equity: Sales positions eligible for sales incentives; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement

Skills & Requirements

Must-have

  • Comprehensive financial plans
  • MoneyGuidePro software
  • Client consultations
  • Financial wellness and retirement solutions
  • Proactive client communication

Nice-to-have

  • Fluid career paths
  • Internal mobility encouraged
  • Purpose and well-being focus
  • Inclusive and welcoming environment
  • Community volunteering

Key Requirements

  • Bachelor's degree or equivalent experience
  • CFP required
  • FINRA Series 7, 63, 65 registrations
  • 3+ years financial services experience
  • 2 years financial planning experience
  • FINRA fingerprinting required

Work Rights

Authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter