Financial Planner

Empowerrd

6 days ago

3.9 on Glassdoor

New York City, NY

Hybrid

Full Time

Senior

0 applicants

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About this role

Empower is seeking a certified Financial Planner to provide comprehensive financial guidance to participants, helping them achieve their financial goals through personalized strategies and education. The role involves engaging with clients, understanding their financial situations, and recommending Empower's solutions. It is based in the New York City area with travel to client sites as needed.

Skills

Qualifications

CFP®Bachelor’s degree or equivalentFINRA Series 7, 63, and 65

About Empowerrd

empower.com

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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