Executive Benefits & Wealth Planner

Empower; United States; Hybrid; USD 87,000 - 123,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

BRG opportunities

Job summary

Empower in the United States is seeking a seasoned Benefits Planner to partner with Executive Planners and deliver workplace benefits optimization and comprehensive financial planning for highly compensated participants.

You will develop customized financial plans, present personalized recommendations, and support long-term client engagement while maintaining a fiduciary mindset and staying compliant with FINRA and SEC requirements.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Minimum of three years in financial planning / wealth management / advisory.
• CRPC designation required.
• CFP certification preferred.
• Active FINRA Series 7 license.
• Series 63/65 or 66 licenses required.
• FINRA fingerprinting required.
• State life license preferred.
• Strong consultative sales orientation with client-facing experience.
• Knowledge of retirement, investments, tax, estate and risk planning.

Responsibilities

• Partner with Executive Planners to provide workplace benefits optimization reviews for highly compensated participants.
• Build trusted relationships with executive participants with personalized financial planning guidance.
• Identify opportunities to deepen participant relationships with wealth management solutions.
• Apply a consultative approach to ongoing financial planning conversations and client engagement.
• Act as subject matter expert on employer-sponsored benefit programs during consultations and reviews.
• Analyze participant financials and develop comprehensive plans aligned with goals and benefits.
• Present customized plans covering retirement, investments, tax, estate and risk management needs.
• Review investment strategies aligned with objectives and risk tolerance.
• Monitor market trends and regulatory developments to provide informed guidance.
• Collaborate with partners to deliver seamless participant experience.
• Support continuous improvement and maintain regulatory compliance.

Skills

Consultative selling

Client relationship building

Financial planning knowledge

Executive benefits

Communication skills

Analytical thinking

Problem solving

Regulatory compliance

Education

Bachelor's degree in Finance or related field

CRPC designation

CFP designation (preferred)

Tools

MoneyGuidePro

NaviPlan

Microsoft Office

Job description

Empower in the United States is seeking a seasoned Benefits Planner to partner with Executive Planners and deliver workplace benefits optimization and comprehensive financial planning for highly compensated participants.

You will develop customized financial plans, present personalized recommendations, and support long-term client engagement while maintaining a fiduciary mindset and staying compliant with FINRA and SEC requirements.