Empower
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This range is provided by Empower. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $87,400.00/yr - $123,400.00/yr
Direct message the job poster from Empower
As a Financial Planner within Empower’s dedicated services model, you will go beyond planning to help participants take action and achieve meaningful financial outcomes. You’ll engage clients across Empower’s Large to Mega plan segment, providing in-depth financial guidance and positioning Empower’s solutions to help them reach their goals. This role combines expertise with a proactive, consultative mindset—driving results through education, relationship building, and personalized financial strategies that reflect Empower’s mission of improving financial wellness for all.
This position will be working with employees of a major employer in the Austin, TX metropolitan area. The selected candidate must be able to travel to client sites as needed. What you will do
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
What you will bring
Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred)
FINRA Series 7, 63, and 65 registrations required
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience What will set you apart
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
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Referrals increase your chances of interviewing at Empower by 2x
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Tuition assistance
Get notified about new Financial Planner jobs in Austin, Texas Metropolitan Area.
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
This range is provided by Empower. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $87,400.00/yr - $123,400.00/yr
Direct message the job poster from Empower
As a Financial Planner within Empower’s dedicated services model, you will go beyond planning to help participants take action and achieve meaningful financial outcomes. You’ll engage clients across Empower’s Large to Mega plan segment, providing in-depth financial guidance and positioning Empower’s solutions to help them reach their goals. This role combines expertise with a proactive, consultative mindset—driving results through education, relationship building, and personalized financial strategies that reflect Empower’s mission of improving financial wellness for all.
This position will be working with employees of a major employer in the Austin, TX metropolitan area. The selected candidate must be able to travel to client sites as needed. What you will do
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
What you will bring
Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred)
FINRA Series 7, 63, and 65 registrations required
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience What will set you apart
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
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Referrals increase your chances of interviewing at Empower by 2x
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Tuition assistance
Get notified about new Financial Planner jobs in Austin, Texas Metropolitan Area.
#J-18808-Ljbffr