Financial Planner (EPW - Retail)
Empowerrd
About this role
The Financial Planner - Retail will develop and deliver comprehensive financial plans to clients, focusing on financial wellness and retirement solutions. The role involves personalized consultations, analysis of clients' financial situations, and collaboration with financial advisors to enhance client experiences.
Skills
Qualifications
About Empowerrd
empower.comIndustry
Finance
Empower is a financial services company that provides retirement plan administration, investment and wealth-management solutions, and digital advice and planning tools for individuals, employers, and financial professionals. The firm combines human advice, people, and technology to help clients save for retirement, manage assets, and make informed investment decisions across workplace plans and personal accounts. Empower also supports employers and plan sponsors with plan services, reporting, and fiduciary solutions while offering advisors client-facing tools. Their stated vision is to transform financial lives and “empower financial freedom for all” (tagline: Invest well. Live a little.).
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About Empowerrd
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Empowerrd.
Salary
$87k – $123k
per year