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• Santander Holdings USA Inc

  

  Corporate Banking Underwriting & Portfolio Management - Associate

  hace 4 días

  NEW YORK

  Corporate Banking Underwriting & Portfolio Management - Associate Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Corporate Banking Underwriting & Portfolio Management underwrites and manages transactions, and routinely monitors them for risks inherent in a business loan portfolio. The incumbent provides support to the manager of the department on continuous improvement initiatives and takes the lead on projects that support loan growth and efficiency objectives within lines of business. The Associate helps deliver an industry-leading experience for both internal and external customers and acts as a subject matter expert. • Leads deal diligence process including identifying all key risks., • Reviews relevant deal documents / information provided in data room, by Company / Sponsor, and third party reports., • Helps to structure deals., • Oversees internal approval process including ensuring accurate and timely completion of internal approval write-ups and leading deal merit discussion on internal approval calls., • Manages legal aspect of deal process., • Mentors junior resources on underwriting best practices. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required. 5+ Years of financial analysis, structuring, and portfolio management experience - Required. 5+ Years of experience underwriting commercial and/or corporate loan transactions - Required. • Superior written and verbal communication skills., • Strong analytical skills and proficient with financial statements., • Ability to work in a fast paced environment with little supervision., • Ability to work well with others and on teams., • Proficient in Microsoft Office, including Word, Excel and PowerPoint., • Skilled in proposing and negotiating and recommending credit and covenant structures., • Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments., • Ability to foster strong partnerships with the related documentation and underwriting units., • Demonstrated practical and conceptual knowledge of credit and risk analysis., • Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Able to assist RM's on how to structure the credit relationship., • Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization., • Solid understanding of industry nuances applicable to the credits contained within the group's portfolio., • Solid knowledge of loan and related legal documents., • Strong communication skills, and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions., • Must demonstrate strong judgment and sound credit skills., • Knowledge of Federal banking regulations. Certifications: • Other Completion of bank-certified course in Credit Training - Preferred. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $78,750.00 USD Maximum: $122,500.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

• Santander Holdings USA Inc

  

  Corporate Credit Underwriting Associate – Securitized Lending / Residential Warehouse Finance

  hace 2 días

  NEW YORK

  Corporate Credit Underwriting Associate – Securitized Lending / Residential Warehouse Finance Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Responsible for underwriting and pro-active portfolio management of a portfolio of RWF transactions. Reporting to the SPG Underwriting and Portfolio Management (U&PM) team Manager. Apply Bank’s Credit policies and framework in support of risk management and business development. Build strong relationships throughout the Bank. The main partner is the Structure Product Group / RWF product team. Other relevant partners in the bank are Credit, Relationship, and Legal Partners. Support U&PM Manger on special projects. Responsibilities: * Responsible for underwriting new RWF transactions to assist in the growth of the RWF portfolio. * Responsible for the quality, integrity and soundness of all credit analysis and underwriting, and proposing appropriate risk ratings in accordance with the Bank’s credit policies and guidelines. * Responsible for making recommendations on renewals, modifications, and new transactions. * Maintain credit files in accordance with policy. * Manage credit approval process. Prepare presentations for credit committees. Respond to questions as they arise. * Work closely with and support product team in transaction execution. Coordinate with the corporate credit team and RM on relationship implications for RWF deals. * Review and validate cash flow models for new transactions and perform stress test analysis. * Have thorough knowledge of credit policies and procedures and ensure adherence to them. Proactively propose amendments to RWF policy to improve efficiency while remaining compliant with the wider bank policy. * Ensure regulatory and legal compliance is achieved on RWF transactions. * Perform ongoing portfolio monitoring of RWF transaction performance (including performance triggers) to identify and anticipate credit issues in a timely fashion. * Stay current on industry developments, update management as necessary, and propose rating changes when necessary to appropriately reflect credit quality of RWF transactions in the portfolio at all times. * Support RWF Manager on special projects. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications/Education * Bachelor's degree in Business Administration, Accounting, Finance, Economics or equivalent work experience. Quantitative background is a plus. * 2 to 6 years’ experience. Specialized Knowledge/Technical Skills * Strong technical and analytical skills. * Strong attention to detail and organizational skills. * Knowledge of applicable laws and industry data sources. * Demonstrated experience working with multiple asset classes. * Deep knowledge of RWF cash flow models. * Understanding of legal documentation for ABS transactions. * Completion of a formal credit training program would be a plus. * Demonstrated track record of managing and leading transactions, within a team environment to manage, monitor and grow portfolio. * Ability to work well with others at all levels of the organization to obtain cooperation and to foster a business environment that is based upon mutual respect and teamwork. * Ability to work independently as needed to achieve objectives. * Knowledge of credit policies, procedures, regulations and applicable law. * Excellent written/verbal communication and interpersonal skills. * Proficiency in Microsoft software package, Word, Powerpoint, Excel & Outlook. * Programing skills would be a highly values plus. Certifications: * Other: Completion of bank-certified course in Credit Training - Preferred. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $108,750.00 USD Maximum: $175,000.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

• Santander Holdings USA Inc

  

  USA Underwriting & Portfolio Management IC6-3

  hace 5 días

  NEW YORK

  USA Underwriting & Portfolio Management IC6-3 Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The main function of the CIB Underwriting & Portfolio Management - IC6 is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans. • Collects, packages, reviews and reconciles loan application documents including financial/credit exhibits under various underwriting programs., • Orders and performs the preliminary review of all third party reports (appraisal, inspection and environmental) for compliance with guidelines., • Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines., • Conducts detailed economic and demographic research to determine feasibility of transactions., • Assists the underwriter in preparing and presenting comprehensive loan approval package to credit committee., • Conducts inspections of physical assets. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required., • 3+ Years Related experience and/or training. - Required., • Excellent written and verbal communication skills., • Strong analytical skills and proficient with financial statements., • Ability to work in a fast paced environment with little supervision., • Ability to work well with others and on teams., • Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint., • Demonstrates strong judgment and sound credit skills., • Knowledge of Federal banking regulations. Certifications: • No Certifications listed for this job. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $82,500.00 USD Maximum: $135,000.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

• Charles Schwab

  

  VP, Financial Consultant - New York, NY (Wall Street)

  hace 2 días

  NEW YORK

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

• Citizens

  

  Private Client Financial Advisor - Midtown Manhattan, NYC

  hace 2 días

  NEW YORK

  Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• Capital One

  

  Principal Auditor - Global Payment Network

  hace 2 días

  New York

  Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. Please note that this salary information is solely for candidates hire

• Empower

  

  Financial Planner (Remote)

  hace 2 días

  New york

  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. 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. 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) * 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 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 #PJPW #LI-Remote 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 $85,600.00 - $120,925.00 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. Job Posting End Date at 12:01 am on: 10-25-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

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• Empower

  

  Financial Planner

  hace 2 días

  New york

  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. 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. 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) * 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 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 #PJPW #LI-Remote 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 $85,600.00 - $120,925.00 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. Job Posting End Date at 12:01 am on: 10-25-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

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