Benefits Consultant

Empower Retirement; Greenwood Village (CO); Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with generous matching up to 6%

Tuition reimbursement

Paid time off + holidays

Volunteer time off

BRGs for inclusion

Job summary

Empower Retirement seeks a Benefits Consultant to support executive clients with account servicing, planning opportunities, and a white-glove experience. You will work with Executive Planners and Benefits Planners to coordinate meetings and help deliver premium retirement planning services.

The role emphasizes strong client relationships, advanced knowledge of executive benefits, and collaboration across internal teams. A solid financial planning background is essential.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• FINRA Series 7 registration required.
• NASAA Series 63 registration required.
• FINRA fingerprinting required.
• Knowledge of financial wellness and investment management strategies.

Responsibilities

• Build and maintain relationships with executive participants through inbound/outbound calls, inquiries, and proactive outreach.
• Coordinate participant meetings with Executive Planners and Benefits Planners.
• Handle account servicing and transaction requests; educate on plan benefits and options.
• Collaborate with internal specialists on complex participant needs while owning the participant experience.
• Maintain knowledge of executive benefits and supported plans; identify planning opportunities.
• Support planners with financial planning activities, meeting coordination, participant servicing, and admin tasks.
• Maintain accurate participant records in CRM and recordkeeping systems.
• Document interactions and follow-up activities; identify planning opportunities.
• Partner with teams to deliver a coordinated white-glove participant experience.

Skills

Client relationship

Customer service

Communication skills

Financial planning knowledge

Research skills

Team collaboration

CRM experience

Executive benefits

Education

Bachelor's degree in Finance/ Economics/ Business

FINRA Series 7 registration

NASAA Series 63 registration

FINRA Fingerprinting

Tools

CRM platforms

Recordkeeping platforms

Job description

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 Benefits Consultant works as part of a practice group supporting Empower's premier offering for executives. The Benefits Consultant works closely with Executive Planners and Benefits Planners to support executive participants through account servicing, transaction support, and coordination across the team. Through direct interaction with executives, the Benefits Consultant answers questions, identifies planning opportunities, and helps deliver a white-glove experience. This role provides an opportunity to deepen expertise in financial services and executive plan benefits while building skills and experience for continued career growth.

What You Will Do

• Build and maintain strong, long-term relationships with highly compensated executive participants by managing inbound calls and inquiries, conducting proactive outreach, delivering exceptional customer service, and ensuring consistent follow-through.
• Coordinate participant meetings with Executive Planners and Benefits Planners and identify opportunities for broader financial planning conversations and deeper participant engagement.
• Handle account servicing and transaction requests, educate participants on executive plan benefits and available options, and research and resolve participant inquiries.
• Coordinate with internal specialists on complex or specialized participant needs while maintaining ownership of the participant experience through resolution.
• Maintain knowledge of executive benefits and supported plans to respond to participant inquiries and identify planning opportunities.
• Support Executive Planners and Benefits Planners with financial planning activities, meeting coordination, participant servicing, and administrative support.
• Maintain accurate and detailed participant records in accordance with company policies and applicable compliance requirements.
• Document participant interactions, service requests, follow-up activities, and planning opportunities within applicable client relationship management and recordkeeping systems.
• Partner with Executive Planners, Benefits Planners, and internal service and specialist teams to deliver a coordinated, white-glove participant experience and foster a collaborative, high-performance environment.

What You Will Bring

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 3 years of experience in financial planning or wealth management
• FINRA Series 7 registration
• NASAA Series 63 registration
• FINRA Fingerprinting required
• Knowledge of financial wellness and investment management strategies.
• Strong client relationship management and customer service skills, including experience interacting directly with high-net-worth, highly compensated, or executive clients.
• Ability to research and resolve account servicing and transaction-related inquiries while coordinating effectively with internal partners.
• Strong verbal and written communication, organizational, problem-solving, and follow-through skills.
• Knowledge of executive benefit plans, retirement plans, or executive compensation arrangements.

What Will Set You Apart

• Experience supporting executives or high-net-worth clients within financial services, wealth management, retirement services, or financial planning.
• Experience with executive benefit plans or specialized retirement and compensation programs.
• Experience working in a team-based financial planning or relationship management model.
• Experience using CRM, financial planning, or participant recordkeeping platforms.

***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

$65,600.00 - $92,675.00

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.

***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.***