Executive Benefits Consultant – Remote, White-Glove Service

Empower; Greenwood Village (CO); On-site; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision and life 보험

401(k) with company match up to 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time

Parental leave

BRGs and inclusive culture

Job summary

Empower is seeking a Benefits Consultant to support executives through personalized account servicing and planning in a white-glove manner. You will coordinate with Executive Planners and Benefits Planners to drive proactive financial conversations and superior client experience.

The role emphasizes collaboration, compliance, and building deep expertise in executive benefit plans and retirement strategies for high-net-worth participants in the U.S.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• Minimum 3 years of experience in financial planning or wealth management.
• FINRA Series 7 and NASAA Series 63 registrations.
• FINRA Fingerprinting required.
• Strong client relationship management and customer service skills.
• Knowledge of executive benefit plans, retirement plans, or executive compensation arrangements.

Responsibilities

• Build and maintain strong, long-term relationships with executive participants through inbound/outbound calls and proactive outreach.
• Coordinate meetings with Executive Planners and Benefits Planners for broader financial planning conversations.
• Handle account servicing and transaction requests, educate participants on executive plan benefits, research inquiries.
• Collaborate with internal specialists on complex participant needs while owning the participant experience.
• Maintain knowledge of executive benefits and supported plans to respond to inquiries and identify planning opportunities.
• Support planners with financial planning activities, meeting coordination, participant servicing, and admin tasks.
• Maintain accurate participant records in accordance with policies and compliance.
• Document interactions and requests in CRM/recordkeeping systems.
• Partner with teams to deliver a coordinated, high-quality participant experience.

Skills

Client relationship management

Verbal and written communication

Financial planning

Research and analysis

Team collaboration

Education

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

Tools

CRM systems

Financial planning software

Participant recordkeeping platforms

Job description

Empower is seeking a Benefits Consultant to support executives through personalized account servicing and planning in a white-glove manner. You will coordinate with Executive Planners and Benefits Planners to drive proactive financial conversations and superior client experience.

The role emphasizes collaboration, compliance, and building deep expertise in executive benefit plans and retirement strategies for high-net-worth participants in the U.S.