Planning Advisor

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. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Planning Advisor builds deep, planning-focused relationships with managed account customers, primarily those with assets between $250,000 and $1,000,000, while retaining flexibility to engage clients outside that range based on opportunity. The role engages customers through proactive outreach, welcome interactions, and re-engagement efforts for participants who have not been contacted within established timeframes. The position focuses on strengthening long-term client engagement and ensuring customers feel supported throughout their financial journey with Empower.

This role partners closely with Workplace and other internal teams to ensure a coordinated customer experience across advisory, health and wealth, and workplace channels. The Planning Advisor identifies planning needs, facilitates warm introductions to appropriate Empower resources, and reinforces the value of the managed account program while meeting bi-monthly goals tied to engagement, retention, and client satisfaction.

What you will do:

• Provide planning-focused conversations that help participants understand their financial goals and how the managed account program supports their long-term strategy.

• Gain and apply knowledge of Empower processes, tools, and resources, including managed account program details, Workplace integration points, and available planning support.

• Proactively identify participant financial planning needs and life events, documenting relevant information to support ongoing relationship development.

• Deliver a personalized client experience by completing follow-up actions, including scheduling future planning discussions or coordinating introductions to relevant Empower teams.

• Clearly explain the managed account program and its role in long-term planning.

• Gather information about participant goals, financial situations, and current engagement to support deeper planning relationships.

• Identify and execute opportunities to expand client engagement through coordinated warm introductions to Wealth Solutions, EHG, or Workplace resources.

• Identify trends and propose proactive solutions to improve service quality and increase client confidence in the managed account program.

• Adhere to compliance and risk procedures, demonstrating detailed attention to policy and process while acting in the participant's best interest.

• Document planning-related interactions to support future relationship development and outreach.

• Meet assigned bi-monthly goals tied to engagement, retention, and client satisfaction.

What you will bring:

• 1-3 years of financial services, customer engagement, or call center experience preferred.

• Strong interpersonal skills with the ability to build rapport quickly.

• FINRA Series 7, 63, and 65 or 66 registrations required within corporate-established timelines.

• FINRA fingerprinting required.

• Self-starter with demonstrated problem-solving abilities.

• Experience working in a metrics- and activity-driven environment.

• Goal-oriented with strong accountability for outcomes tied to engagement and retention.

• Bachelor's degree and/or equivalent work experience.

• Experience supporting affluent or mass-affluent customers.

• Proficiency in Salesforce or similar CRM systems.

• Understanding of retirement planning or managed account programs.

• Experience working across shared services or cross-functional environments, including Workplace.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer * Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

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