Benefits Planner

Empower Retirement, LLC; Overland Park (KS); Remote; USD 85,000 - 121,000; Full time

Job summary

A dynamic financial services firm is seeking a Benefits Planner to provide optimization reviews and comprehensive financial planning for executive participants. This role demands a solid understanding of investment strategies, tax and estate planning, and risk management. The ideal candidate will cultivate strong relationships with clients, develop tailored financial strategies, and exhibit superior communication skills.

Benefits

Medical, dental and vision insurance

401(k) plan with generous company matching contributions

Tuition reimbursement up to $5,250/year

Paid time off including holidays

Paid volunteer time — 16 hours per calendar year

Leave of absence programs

Business Resource Groups for inclusion

Qualifications

• Minimum of 3 years of experience in financial planning or wealth management.
• Registrations/Licensing: FINRA Series 7, NASAA Series 63 and 65 required.
• Life Insurance Licensing preferred.

Responsibilities

• Build and maintain relationships with highly compensated participants.
• Work with executives on benefits optimization.
• Develop comprehensive financial plans tailored to executive needs.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Communication skills

Education

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

Chartered Retirement Planning Counselor (CRPC)

Tools

MoneyGuidePro

Naviplan

Microsoft Office Suite

Job description

time left to apply End Date: June 27, 2025 (2 days left to apply)

job requisition id R.0052423

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 Planner will be responsible for providing benefits optimization reviews and comprehensive financial planning services to highly compensated (executive) participants. This role requires a general understanding of financial services, including investment strategies, tax planning, estate planning, and risk management. The Benefits Planner will work closely with the Executive Planner to support conversations around optimization of workplace benefits. The planner will also be responsible for creating and presenting customized financial plans.

What You Will Do

Client Relationship Management: Build and maintain strong, long-term relationships with highly compensated participants

Benefits Consultation: Work with executives to optimize their benefits initially and annually. Be the benefits expert, providing additional support to the Executive Planner(s) you work with

Financial Planning & Analysis: Support the Executive Planner by developing comprehensive financial plans tailored to the individual needs and goals of the executives

Investment Management: Recommend, implement, and review investment strategies that align with risk tolerance and financial objectives. Stay informed about market trends, economic conditions, and regulatory changes impacting investments

Compliance and Risk Management: Conduct thorough risk assessments and implement appropriate risk management strategies

Team Leadership and Development: Support your team while fostering a collaborative and high-performance environment

What You Will Bring

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

Registrations/Licensing: FINRA Series 7, NASAA Series 63 and 65, required

Life Insurance Licensing, preferred

Minimum of 3 years of experience in financial planning or wealth management

Excellent analytical and problem-solving skills

Superior interpersonal and communication skills, with the ability to explain complex financial concepts clearly

High level of integrity, professionalism, and ethical standards

Proficiency in financial planning software (MoneyGuidePro, Naviplan, etc.) and Microsoft Office Suite

Experience working with highly compensated Empower plan participants preferred

# PJPW2

***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

$85,600.00 - $120,925.00

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 Planner will be responsible for providing benefits optimization reviews and comprehensive financial planning services to highly compensated (executive) participants. This role requires a general understanding of financial services, including investment strategies, tax planning, estate planning, and risk management. The Benefits Planner will work closely with the Executive Planner to support conversations around optimization of workplace benefits. The planner will also be responsible for creating and presenting customized financial plans.

What You Will Do

• Client Relationship Management: Build and maintain strong, long-term relationships with highly compensated participants

• Benefits Consultation: Work with executives to optimize their benefits initially and annually. Be the benefits expert, providing additional support to the Executive Planner(s) you work with

• Financial Planning & Analysis: Support the Executive Planner by developing comprehensive financial plans tailored to the individual needs and goals of the executives

• Investment Management: Recommend, implement, and review investment strategies that align with risk tolerance and financial objectives. Stay informed about market trends, economic conditions, and regulatory changes impacting investments

• Compliance and Risk Management: Conduct thorough risk assessments and implement appropriate risk management strategies

• Team Leadership and Development: Support your team while fostering a collaborative and high-performance environment

What You Will Bring

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

• Chartered Retirement Planning Counselor (CRPC) required

• Registrations/Licensing: FINRA Series 7, NASAA Series 63 and 65, required

• Life Insurance Licensing, preferred

• FINRA fingerprinting required

• Minimum of 3 years of experience in financial planning or wealth management

• Excellent analytical and problem-solving skills

• Superior interpersonal and communication skills, with the ability to explain complex financial concepts clearly

• High level of integrity, professionalism, and ethical standards

• Proficiency in financial planning software (MoneyGuidePro, Naviplan, etc.) and Microsoft Office Suite

What Will Set You Apart

• Certified Financial Planner (CFP) designation preferred

• Experience working with highly compensated Empower plan participants preferred

# PJPW2

#LI-Remote

***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

$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.

***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:

06-27-2025

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time left to apply End Date: June 27, 2025 (2 days left to apply)

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Remote and Hybrid Positions

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 homework environment and the required internet connection .