Financial Benefits Consultant

Empower; Tempe (AZ); Remote; USD 64,000 - 91,000; Full time

Job summary

A leading company in financial services seeks a Financial Benefits Consultant to foster relationships with executive participants and support their financial wellness. This role requires a bachelor's degree, experience in financial services, and relevant licensing. The position offers a competitive salary and comprehensive benefits, including medical, dental, and a 401(k) plan.

Benefits

Medical, dental, vision and life insurance

401(k) plan with company matching contributions

Tuition reimbursement up to $5,250 / year

Generous paid time off policy

Paid volunteer time - 16 hours annually

Parental leave and disability leave programs

Inclusive Business Resource Groups (BRGs)

Qualifications

• 3+ years of experience in financial planning or wealth management required.
• Registrations: FINRA Series 7, NASAA Series 63 required.
• Detail-oriented self-starter thriving in a fast-paced environment.

Responsibilities

• Build and maintain relationships with executive participants.
• Coordinate meetings with Executive Planner(s) and Benefits Planner(s).
• Implement investment strategies aligning with financial objectives.

Skills

Financial wellness

Investment management strategies

Exceptional communication

Organizational abilities

Presentation abilities

Education

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

Tools

CRM tools like 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

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

• 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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Financial Consultant • Tempe, AZ, United States