Benefits Consultant

Empower Retirement; United States; Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) match

Tuition reimbursement

Casual dress code

Generous PTO

Job summary

Empower Retirement is seeking a Benefits Consultant to support our premier executive offering. You will partner with Executive Planners and Benefits Planners to service high-net-worth participants, answer questions, and coordinate planning opportunities with a white-glove approach.

You will build relationships, manage inquiries, and help translate complex retirement and executive benefit options into clear, actionable plans while maintaining strict confidentiality and compliance.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field required.
• Minimum of 3 years of experience in financial planning or wealth management.
• FINRA Series 7 registration and NASAA Series 63 registration.
• FINRA Fingerprinting is required.
• Knowledge of financial wellness and investment management strategies.
• Strong client relationship management and customer service skills with high-net-worth clients.
• Ability to research and resolve inquiries with internal partners.

Responsibilities

• Build and maintain strong, long-term relationships with highly compensated executive participants.
• Coordinate participant meetings with Executive Planners and Benefits Planners.
• Handle account servicing and transaction requests, educate participants on options.
• Coordinate with internal specialists on complex participant needs while owning the participant experience.
• Maintain knowledge of executive benefits and supported plans.
• Support planners with financial planning activities and administrative tasks.
• Document participant interactions and planning opportunities in CRM systems.
• Partner with planners and internal teams to deliver a coordinated, white-glove experience.

Skills

Client relationships

Communication

Organization

Problem solving

Financial services knowledge

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

CRM 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

• 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