Executive Planner

Empower; Overland Park (KS); On-site; USD 114,000 - 165,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Generous PTO and holidays

Volunteer time

BRGs for inclusion

Job summary

Empower is seeking an Executive Planner to serve as the primary financial planning advisor for highly compensated participants, delivering comprehensive planning, benefits optimization, and wealth guidance. Build long-term relationships and align investment strategies with clients' objectives.

The role requires extensive experience in wealth management, CFP certification, and FINRA licenses, with collaboration across attorneys, CPAs, and other advisors to deliver integrated solutions.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP certification required.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and 65 licenses, or Series 66, required.
• State Life Insurance License required.
• Minimum of 10 years of experience in financial planning or wealth management.
• Experience advising high-net-worth/executive clients.

Responsibilities

• Serve as primary financial planning advisor for highly compensated participants.
• Conduct workplace benefits optimization reviews.
• Develop and implement customized financial plans.
• Provide guidance on retirement, tax planning, estate planning, and risk management.
• Recommend and review investment strategies with goals and risk tolerance.
• Engage in meaningful conversations to deepen relationships.
• Collaborate with attorneys and CPAs to support planning.
• Mentor Benefits Planners and Consultants.
• Stay informed on market trends and regulatory changes.
• Maintain accurate client records per FINRA/SEC rules.
• Ensure regulatory compliance in all activities.
• Perform other duties to support organizational goals.

Skills

Financial planning

Wealth management

Client relationships

Communication

Analytical thinking

Education

Bachelor's degree (Finance/Economics/Bus Admin)

MBA

CFP certification

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

State Life Insurance License

FINRA Fingerprinting

Tools

MoneyGuidePro

NaviPlan

Microsoft Office

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 Executive Planner serves as the primary financial planning advisor for highly compensated participants by delivering comprehensive financial planning, workplace benefits optimization, and personalized wealth management guidance. This role develops long-term relationships with executive participants, helping them navigate complex financial decisions and align their workplace benefits, investment strategies, and financial resources with their long-term objectives.

As a senior member of the Workplace Planning and Executive Engagement team, the Executive Planner combines deep financial planning expertise with a consultative, relationship-driven approach to deliver holistic financial guidance. Success in this role requires exceptional planning knowledge, the ability to simplify complex financial concepts, and a proactive mindset focused on deepening client relationships, identifying planning opportunities, and delivering an exceptional client experience.

What You Will Do

• Serve as the primary financial planning advisor for highly compensated participants by building trusted, long-term relationships through personalized financial guidance.

• Conduct comprehensive workplace benefits optimization reviews during initial and ongoing planning engagements.

• Develop, present, and implement customized financial plans tailored to each participant's financial goals, family circumstances, and long-term objectives.

• Provide guidance on retirement planning, investment management, tax-efficient strategies, estate planning considerations, cash flow, education planning, insurance, and risk management.

• Recommend, implement, and periodically review investment strategies aligned with participant goals, risk tolerance, and time horizon.

• Conduct meaningful financial planning conversations that identify opportunities to strengthen participant engagement and expand long-term relationships.

• Collaborate with participants' attorneys, accountants, and other trusted professionals, as appropriate, to support comprehensive financial planning strategies.

• Mentor and support Benefits Planners and Financial Benefits Consultants by sharing planning expertise, coaching best practices, and fostering professional development.

• Stay informed on market trends, regulatory developments, tax law changes, and financial planning best practices to provide current and relevant guidance.

• Maintain accurate client records and planning documentation in accordance with FINRA, SEC, state insurance, and company regulatory requirements.

• Maintain compliance with all regulatory requirements, company policies, and fiduciary responsibilities.

• Perform other duties as assigned in support of departmental and organizational objectives.

What You Will Bring

• Bachelor's degree in Finance, Economics, Business Administration, or a 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, including experience advising high-net-worth or executive clients.

• Demonstrated success developing, presenting, and managing comprehensive financial plans for clients with complex financial planning needs.

• Strong knowledge of investment management, retirement planning, tax-efficient planning, estate planning, executive benefits, and risk management strategies.

• Demonstrated consultative relationship management skills with the ability to build trust, deepen client relationships, and identify planning opportunities.

• Proven ability to communicate complex financial concepts clearly and effectively to executive-level participants.

• Excellent analytical, critical thinking, and problem-solving skills.

• High level of professionalism, integrity, sound judgment, and commitment to regulatory compliance.

• Proficiency with financial planning software such as MoneyGuidePro, NaviPlan, or similar planning platforms, as well as Microsoft Office Suite.

What Will Set You Apart

• Experience advising corporate executives, highly compensated employees, or high-net-worth individuals.

• Experience with executive compensation, deferred compensation, nonqualified plans, equity compensation, and workplace retirement programs.

• Demonstrated success building long-term client relationships through consultative financial planning and holistic wealth management.

• Experience collaborating with attorneys, CPAs, and other professional advisors to deliver integrated financial planning solutions.

• Advanced expertise in tax-aware investment strategies and estate planning concepts.

• Strong leadership and mentoring skills with a passion for developing advisors and contributing to a collaborative, high-performing team.

• Commitment to continuous professional development and staying current on industry trends and regulatory changes.

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 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 yearLeave 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

$114,000.00 - $165,300.00

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

*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. *

*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:

09-22-2026