Financial Benefits Consultant

Empower; New York (NY); On-site; USD 64,000 - 91,000; Full time

Job summary

Empower seeks a Financial Benefits Consultant to engage in financial wellness conversations and manage executive benefits for clients. The ideal candidate will have a strong background in financial services, effective communication skills, and thrive in building long-term relationships. This role offers a competitive salary and various benefits designed to support employee health and work-life balance.

Benefits

Medical, dental, vision and life insurance

401(k) retirement savings plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off including holidays

Paid volunteer time — 16 hours per year

Flexible work environment

Qualifications

• 3 years of experience in financial planning or wealth management.
• Required: FINRA Series 7, NASAA Series 63 registrations.
• Knowledge of investment management strategies.

Responsibilities

• Build and maintain long-term relationships with clients.
• Implement and review investment strategies.
• Maintain accurate client records per company policies.

Skills

Communication

Organization

Presentation

Financial wellness knowledge

Relationship Building

Education

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

Tools

Salesforce

Financial planning software

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.

As a Financial Benefits Consultant, you will be responsible for financial wellness conversations, account opening and servicing, and providing support to the Executive Planner(s) and Benefits Planner(s) as they work with executive participants in the plans we support. This role requires an understanding of financial services and investment management strategies. The Financial Benefits Consultant will work closely with the team and directly with executives to implement solutions, service accounts, and answer questions to help them achieve their long-term financial objectives.

What you will do

• Build and maintain strong, long-term relationships with highly compensated participants, providing exceptional customer service and proactive communication. Coordinate participant meetings with Executive Planner(s) and Benefits Planner(s)

• Support the team by assisting with comprehensive financial plan creation and being knowledgeable about executive benefits and plans for participant inquiries

• 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.

• Maintain accurate and detailed client records in compliance with company policies

• 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

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

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

• FINRA fingerprinting required

• Life insurance licensing preferred

• Chartered Retirement Planning Counselor (CRPC) preferred

• Knowledge of financial wellness and investment management strategies

What will set you apart

• Exceptional communication, organizational, and presentation abilities

• Proactive, detail-oriented self-starter who thrives in a fast-paced, multi-tasking environment

• Comfort with digital tools and platforms; skilled at working in a paperless, cloud-based, and remote-service environment

• Ability to quickly establish trust and build long-term relationships that drive client success

• Experience using CRM tools like Salesforce and financial planning software

• Strong commitment to financial education and empowering clients to make confident decisions

#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

$64,300.00 - $90,850.00

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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