[Remote] Financial Planner at Empower

San Antonio, Texas, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

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

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

Skills

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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