Executive Financial Planner (Remote) — Wealth Strategy

Empower; United States; Remote; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Job summary

Empower seeks an Executive Planner to serve as the primary financial planning advisor for highly compensated participants, delivering holistic planning and wealth guidance. You will align benefits, investments, and resources with long-term goals in a senior workplace planning team.

As a senior member, you’ll simplify complex concepts, deepen client relationships, and identify planning opportunities while ensuring fiduciary compliance and a superior client experience.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• MBA preferred.
• Certified Financial Planner™ (CFP®) certification required.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and Series 65 licenses, or Series 66, required.
• State Life Insurance License required.
• FINRA Fingerprinting required.
• Minimum of 10 years of experience in financial planning, wealth management, or financial advisory services.
• Strong knowledge of investment management, retirement planning, tax-efficient planning, estate planning, and risk management.
• Demonstrated consultative relationship management skills with executives.

Responsibilities

• Serve as the primary financial planning advisor for highly compensated participants with long-term relationships.
• Conduct comprehensive workplace benefits optimization reviews.
• Develop, present, and implement customized financial plans.
• Provide guidance on retirement planning, investments, taxes, estate planning, and risk management.
• Recommend and review investment strategies aligned with goals and risk tolerance.
• Mentor Benefits Planners and Financial Benefits Consultants.
• Collaborate with attorneys, CPAs, and other professionals to deliver planning strategies.
• Stay informed on market trends, regulatory changes, and best practices.
• Maintain accurate client records in accordance with FINRA, SEC, and company requirements.

Skills

Financial planning

Wealth management

Executive advisory

Regulatory compliance knowledge

Planning software proficiency

Education

Bachelor's degree in Finance/Economics/Business Admin

MBA

CFP certification

FINRA Series 7 license

FINRA Series 63/65 or 66

State Life Insurance License

FINRA Fingerprinting

Tools

MoneyGuidePro

NaviPlan

Microsoft Office

Job description

Empower seeks an Executive Planner to serve as the primary financial planning advisor for highly compensated participants, delivering holistic planning and wealth guidance. You will align benefits, investments, and resources with long-term goals in a senior workplace planning team.

As a senior member, you’ll simplify complex concepts, deepen client relationships, and identify planning opportunities while ensuring fiduciary compliance and a superior client experience.